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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 16-1503696 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC5+ 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 | $8,579 | $54,237-84.2% | $90,324-90.5% | $67,582-87.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 9.79% | 37.27%-27.5pp | 78.15%-68.4pp | 378.57%-368.8pp |
| Employer contribution / active EE | $1,479 | $1,846-19.9% | $2,856-48.2% | $2,148-31.1% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,356-100.0% | $142-100.0% |