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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $7,731 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $320 |
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 | $17,010 | $65,376-74.0% | $87,102-80.5% | $65,185-73.9% |
| Participation rate | 97.8% | 75.3%+22.5pp | 76.9%+20.9pp | 70.2%+27.6pp |
| Annual return | 22.22% | 31.27%-9.1pp | 28.19%-6.0pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,521 | $1,822-16.5% | $2,521-39.7% | $2,177-30.1% |
| Participant deferral / active EE | $1,980 | $3,388-41.6% | $4,048-51.1% | $3,514-43.7% |
| Admin fee / account holder | $53 | $520-89.7% | $7,491-99.3% | $847-93.7% |