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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 16-1503696 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PR Service code 15 · EIN 66-0532499 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,784 | $39,859-75.5% | $78,676-87.6% | $57,658-83.0% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 4.47% | 18.96%-14.5pp | 62.19%-57.7pp | 5.13%-0.7pp |
| Employer contribution / active EE | $1,484 | $1,786-16.9% | $2,850-47.9% | $1,974-24.8% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |