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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $9,237 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $1,860 |
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).
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 | $12,088 | $59,186-79.6% | $76,768-84.3% | $56,287-78.5% |
| Participation rate | 97.1% | 75.2%+21.9pp | 77.0%+20.2pp | 69.9%+27.3pp |
| Annual return | -5.36% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,427 | $1,759-18.8% | $2,485-42.6% | $2,111-32.4% |
| Participant deferral / active EE | $1,853 | $3,255-43.1% | $3,852-51.9% | $3,350-44.7% |
| Admin fee / account holder | $77 | $489-84.4% | $6,675-98.9% | $521-85.3% |