Filed September 30, 2003 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $42,963 |
BANCO POPULAR DE PUERTO RICO1+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $34,461 |
KILPATRICK TOWNSEND1+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $28,023 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $19,623-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 15.7%-15.7pp |
| Annual return | -6.87% | -1.05%-5.8pp | -0.97%-5.9pp | -7.14%+0.3pp |
| Employer contribution / active EE | $5,789 | $8,702-33.5% | $22,441-74.2% | $14,613-60.4% |
| Participant deferral / active EE | $0 | $44-100.0% | $183-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $2,730-100.0% | $1,191-100.0% |