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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $1,659 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,005 | $41,256-61.2% | $86,581-81.5% | $77,958-79.5% |
| Participation rate | 95.1% | 63.0%+32.1pp | 73.5%+21.6pp | 71.6%+23.5pp |
| Annual return | 14.08% | 17.67%-3.6pp | 965.06%-951.0pp | 20.87%-6.8pp |
| Employer contribution / active EE | $1,084 | $1,613-32.8% | $2,840-61.8% | $2,310-53.1% |
| Participant deferral / active EE | $1,460 | $2,332-37.4% | $3,609-59.6% | $3,537-58.7% |
| Admin fee / account holder | $1 | $71-98.1% | $4,904-100.0% | $97-98.6% |