Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $79,181-66.1% | $102,423-73.8% | $74,429-63.9% |
| Participation rate | 97.7% | 74.8%+23.0pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 14.12% | 54.97%-40.8pp | 29.42%-15.3pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $1,735 | $2,362-26.5% | $3,023-42.6% | $2,625-33.9% |
| Participant deferral / active EE | $2,160 | $4,416-51.1% | $5,054-57.3% | $4,348-50.3% |
| Admin fee / account holder | $226 | $2,002-88.7% | $9,455-97.6% | $1,944-88.4% |