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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $75,958 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $13,059 |
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 | $15,778 | $37,117-57.5% | $147,617-89.3% | $55,191-71.4% |
| Participation rate | 84.6% | 63.6%+21.0pp | 84.6%-0.1pp | 69.2%+15.4pp |
| Annual return | -0.06% | 3.44%-3.5pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $692 | $1,620-57.3% | $5,564-87.6% | $1,899-63.5% |
| Participant deferral / active EE | $1,294 | $1,985-34.8% | $4,895-73.6% | $3,046-57.5% |
| Admin fee / account holder | $102 | $86+19.0% | $11,612-99.1% | $91+12.2% |