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 |
|---|---|---|
Filed as: BANCO POPULAR Service code 15 · EIN 66-0531870 | Recordkeeping | $6,561 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $748 |
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $185 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,419 | $63,845+30.7% | $81,370+2.5% | $80,959+3.0% |
| Participation rate | 97.1% | 63.9%+33.3pp | 69.5%+27.6pp | 67.7%+29.5pp |
| Annual return | 11.59% | 16.37%-4.8pp | 24.85%-13.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,997 | $1,980+51.4% | $2,464+21.6% | $2,757+8.7% |
| Participant deferral / active EE | $5,309 | $3,093+71.6% | $3,885+36.6% | $4,300+23.4% |
| Admin fee / account holder | $1,427 | $5,688-74.9% | $5,749-75.2% | $6,925-79.4% |