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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $2,986 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $545 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,086 | $54,320-85.1% | $67,652-88.0% | $52,331-84.5% |
| Participation rate | 91.7% | 73.6%+18.1pp | 75.7%+16.1pp | 68.1%+23.6pp |
| Annual return | -3.47% | 6.81%-10.3pp | 6625.40%-6628.9pp | 4.54%-8.0pp |
| Employer contribution / active EE | $1,349 | $1,544-12.6% | $2,266-40.5% | $1,882-28.3% |
| Participant deferral / active EE | $1,796 | $2,950-39.1% | $3,560-49.5% | $3,022-40.6% |
| Admin fee / account holder | $29 | $527-94.4% | $4,821-99.4% | $592-95.0% |