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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $18,043 |
BPAS3 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $11,051 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $7,818 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,063 | $65,453-72.4% | $86,691-79.2% | $66,930-73.0% |
| Participation rate | 98.5% | 75.5%+23.0pp | 76.6%+21.9pp | 69.8%+28.7pp |
| Annual return | -17.01% | -10.89%-6.1pp | 35.94%-53.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,506 | $2,154-30.1% | $2,837-46.9% | $2,545-40.8% |
| Participant deferral / active EE | $2,003 | $4,102-51.2% | $4,656-57.0% | $4,238-52.7% |
| Admin fee / account holder | $234 | $642-63.6% | $7,492-96.9% | $593-60.6% |