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| Provider | Service type | Compensation |
|---|---|---|
BPAS5 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $14,795 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $13,966 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $10,335 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,847 | $79,209-66.1% | $102,434-73.8% | $74,459-63.9% |
| Participation rate | 97.7% | 74.8%+23.0pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 14.12% | 54.98%-40.9pp | 29.46%-15.3pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $1,735 | $2,362-26.6% | $3,023-42.6% | $2,626-33.9% |
| Participant deferral / active EE | $2,160 | $4,417-51.1% | $5,055-57.3% | $4,350-50.3% |
| Admin fee / account holder | $226 | $2,002-88.7% | $9,462-97.6% | $1,945-88.4% |