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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $3,377 |
UBS FINANCIAL SERVICES INC4+ 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.
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 | $16,023 | $37,884-57.7% | $79,476-79.8% | $75,289-78.7% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.3%+23.4pp | 72.4%+24.3pp |
| Annual return | -5.45% | 1.06%-6.5pp | 718.21%-723.7pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,233 | $1,680-26.6% | $2,800-56.0% | $2,405-48.7% |
| Participant deferral / active EE | $1,694 | $2,569-34.1% | $3,704-54.3% | $3,739-54.7% |
| Admin fee / account holder | $2 | $77-97.2% | $5,113-100.0% | $102-97.9% |