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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $4,192 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $662 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,241 | $60,165-81.3% | $74,184-84.8% | $55,167-79.6% |
| Participation rate | 88.5% | 74.2%+14.4pp | 76.6%+11.9pp | 69.0%+19.6pp |
| Annual return | 10.25% | 10.00%+0.3pp | 17.74%-7.5pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,192 | $1,600-25.5% | $2,370-49.7% | $1,963-39.3% |
| Participant deferral / active EE | $1,579 | $2,973-46.9% | $3,550-55.5% | $3,054-48.3% |
| Admin fee / account holder | $39 | $419-90.8% | $5,586-99.3% | $504-92.4% |