Filed June 26, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER8 years Service code 11 · EIN 13-2834414 | Actuarial | $60,075 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BANCO POPULAR Service code 13 · EIN 66-0561870 | Contract Administrator | $37,712 |
Filed as: WILLIS TOWERS WATSON DELAWARE Service code 14 · EIN 53-0181291 | Plan Administrator | $22,955 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | -7.25% | 8.44%-15.7pp | 8.61%-15.9pp | 13.05%-20.3pp |
| Employer contribution / active EE | $5,150 | $36,715-86.0% | $33,046-84.4% | $37,664-86.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |