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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS TRUST COMPANY OF PR Service code 15 · EIN 66-0532499 | Recordkeeping | $7,776 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $2,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,666 | $58,093-31.7% | $80,022-50.4% | $56,287-29.5% |
| Participation rate | 51.2% | 73.6%-22.4pp | 75.8%-24.6pp | 69.9%-18.7pp |
| Annual return | -20.27% | 34.63%-54.9pp | 11.22%-31.5pp | -9.96%-10.3pp |
| Employer contribution / active EE | $726 | $1,933-62.4% | $2,468-70.6% | $2,111-65.6% |
| Participant deferral / active EE | $2,157 | $3,136-31.2% | $3,686-41.5% | $3,350-35.6% |
| Admin fee / account holder | $127 | $623-79.6% | $6,521-98.1% | $521-75.6% |