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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES,INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $4,108 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $770 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,019 | $37,134-89.2% | $100,671-96.0% | $52,331-92.3% |
| Participation rate | 75.6% | 57.7%+18.0pp | 70.7%+4.9pp | 68.1%+7.5pp |
| Annual return | 4.89% | 0.10%+4.8pp | 20.43%-15.5pp | 4.54%+0.3pp |
| Employer contribution / active EE | $198 | $1,187-83.4% | $4,012-95.1% | $1,882-89.5% |
| Participant deferral / active EE | $1,062 | $2,163-50.9% | $3,144-66.2% | $3,022-64.9% |
| Admin fee / account holder | $22 | $467-95.3% | $4,850-99.6% | $592-96.3% |