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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS PLANS ADMIN SERVICES Service code 21 · EIN 16-1503696 | Bank Trustee | $0 |
BPAS1+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES OF PR Service code 15 250 MUNOS RIVERA AVE PH FLOOR · SAN JUAN, PR 00918 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,015 | $31,679+10.5% | $74,722-53.1% | $65,185-46.3% |
| Participation rate | 9.2% | 40.4%-31.2pp | 54.5%-45.3pp | 70.2%-61.0pp |
| Annual return | 0.00% | 39.04%-39.0pp | 753.11%-753.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $1,191-100.0% | $1,963-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $379-100.0% | $3,335-100.0% | $847-100.0% |