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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES OF PR Service code 15 250 MUNOS RIVERA AVE PH FLOOR · SAN JUAN, PR 00918 | Recordkeeping | $3,015 |
Filed as: BENEFITS PLANS ADMIN SERVICES Service code 21 · EIN 16-1503696 | Bank Trustee | $2,374 |
BPAS2+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
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 | $5,614 | $35,986-84.4% | $77,513-92.8% | $73,493-92.4% |
| Participation rate | 42.1% | 40.8%+1.3pp | 54.2%-12.1pp | 70.7%-28.6pp |
| Annual return | 11.68% | 19.26%-7.6pp | 54.81%-43.1pp | 28.51%-16.8pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $213 | $1,198-82.2% | $1,861-88.5% | $3,740-94.3% |
| Admin fee / account holder | $65 | $466-86.1% | $2,859-97.7% | $513-87.3% |