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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $5,992 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
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 | $58,694 | $51,244+14.5% | $80,977-27.5% | $55,167+6.4% |
| Participation rate | 90.1% | 71.7%+18.4pp | 75.8%+14.2pp | 69.0%+21.1pp |
| Annual return | 9.18% | 17.39%-8.2pp | 17.11%-7.9pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,020 | $1,770-42.4% | $3,715-72.6% | $1,963-48.0% |
| Participant deferral / active EE | $4,074 | $4,418-7.8% | $5,696-28.5% | $3,054+33.4% |
| Admin fee / account holder | $33 | $398-91.6% | $5,517-99.4% | $504-93.4% |