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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 16-1503696 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC3+ 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 | $12,218 | $46,100-73.5% | $86,582-85.9% | $69,631-82.5% |
| Participation rate | 83.2% | 67.2%+16.0pp | 73.5%+9.7pp | 70.7%+12.5pp |
| Annual return | 7.72% | 21.02%-13.3pp | 965.08%-957.4pp | 27571.02%-27563.3pp |
| Employer contribution / active EE | $1,478 | $1,850-20.1% | $2,839-47.9% | $2,032-27.3% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,904-100.0% | $110-100.0% |