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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $6,441 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $1,427 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,510 | $64,909-77.6% | $82,312-82.4% | $62,293-76.7% |
| Participation rate | 96.9% | 74.9%+22.0pp | 76.9%+20.0pp | 69.5%+27.4pp |
| Annual return | 17.86% | 21.18%-3.3pp | 25.88%-8.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,320 | $1,676-21.3% | $2,428-45.7% | $2,042-35.4% |
| Participant deferral / active EE | $1,747 | $3,103-43.7% | $3,706-52.9% | $3,169-44.9% |
| Admin fee / account holder | $57 | $440-86.9% | $5,608-99.0% | $479-88.0% |