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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $20,261 |
BPAS1+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $14,043 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $14,039 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $65,553 | $110,830-40.9% | $86,625-24.3% | $167,553-60.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 71.6%+18.4pp | 82.1%+7.9pp |
| Annual return | 12.11% | 116.99%-104.9pp | 63.52%-51.4pp | 478.89%-466.8pp |
| Employer contribution / active EE | $1,747 | $3,245-46.2% | $2,496-30.0% | $4,840-63.9% |
| Participant deferral / active EE | $4,425 | $4,548-2.7% | $3,700+19.6% | $6,343-30.2% |
| Admin fee / account holder | $343 | $8,420-95.9% | $5,830-94.1% | $12,316-97.2% |