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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $20,785 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $329 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,152 | $48,313+16.2% | $73,309-23.4% | $52,331+7.3% |
| Participation rate | 71.9% | 68.6%+3.3pp | 74.9%-3.0pp | 68.1%+3.8pp |
| Annual return | 0.32% | 3.85%-3.5pp | 5.67%-5.4pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,045 | $1,661-37.1% | $3,237-67.7% | $1,882-44.5% |
| Participant deferral / active EE | $3,327 | $4,189-20.6% | $4,991-33.3% | $3,022+10.1% |
| Admin fee / account holder | $129 | $404-68.1% | $5,637-97.7% | $592-78.2% |