Filed November 8, 2016
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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $20,163 |
Filed as: BANCO POPULAR Service code 15 · EIN 66-0531870 | Recordkeeping | $12,583 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $294 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,199 | $58,102+22.5% | $76,891-7.4% | $75,184-5.3% |
| Participation rate | 95.5% | 63.9%+31.6pp | 69.6%+25.8pp | 67.2%+28.2pp |
| Annual return | 13.92% | 26.71%-12.8pp | 37.91%-24.0pp | 160.78%-146.9pp |
| Employer contribution / active EE | $4,128 | $1,996+106.8% | $2,534+62.9% | $2,671+54.5% |
| Participant deferral / active EE | $4,098 | $2,999+36.6% | $3,833+6.9% | $4,127-0.7% |
| Admin fee / account holder | $473 | $4,779-90.1% | $5,488-91.4% | $5,652-91.6% |