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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $38,796 |
BANCO POPULAR DE PUERTO RICO2+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $33,517 |
ACOSTA & RAMIREZ1 year Service code 29 · EIN 66-0578106 | Legal | $22,639 |
KILPATRICK TOWNSEND2+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $5,750 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | 2.90% | 4.40%-1.5pp | 18.87%-16.0pp | 4.56%-1.7pp |
| Employer contribution / active EE | $18,750 | $10,694+75.3% | $19,828-5.4% | $15,526+20.8% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |