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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $10,553 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $6,413 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $4,490 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $60 |
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 | $19,758 | $73,638-73.2% | $95,960-79.4% | $73,493-73.1% |
| Participation rate | 98.5% | 76.2%+22.3pp | 77.1%+21.4pp | 70.7%+27.8pp |
| Annual return | 13.24% | 16.78%-3.5pp | 91.63%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,479 | $1,863-20.6% | $2,541-41.8% | $2,270-34.9% |
| Participant deferral / active EE | $1,970 | $3,617-45.5% | $4,167-52.7% | $3,740-47.3% |
| Admin fee / account holder | $152 | $482-68.6% | $6,797-97.8% | $513-70.5% |