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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1+ years Filed as: RSM ROC & COMPANY Service code 10 · EIN 66-0388756 PO BOX 10528 · SAN JUAN, PR 009220528 | Accounting | $34,580 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PR Service code 21 · EIN 66-0532499 9TH FLOOR AMERICAN INTERNATIONAL PL · SAN JUAN, PR 00918 | Bank Trustee | $21,713 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $20,418 |
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 | $18,265 | $37,117-50.8% | $147,617-87.6% | $55,191-66.9% |
| Participation rate | 96.0% | 63.6%+32.4pp | 84.6%+11.4pp | 69.2%+26.9pp |
| Annual return | -0.69% | 3.44%-4.1pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,252 | $1,620-22.7% | $5,564-77.5% | $1,899-34.1% |
| Participant deferral / active EE | $1,760 | $1,985-11.3% | $4,895-64.0% | $3,046-42.2% |
| Admin fee / account holder | $294 | $86+243.5% | $11,612-97.5% | $91+223.8% |