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 |
|---|---|---|
BANCO POPULAR DE PUERTO RICO2+ years Service code 21 · EIN 66-0175278 | Bank Trustee | $78,628 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $49,872 |
GROOM LAW GROUP2+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $44,926 |
Filed as: PIETRANTONI MENDEZ & ALVAREZ Service code 10 POPULAR CENTER 19TH FLOOR · SAN JUAN, PR 00918 | Accounting | $19,777 |
BANKS, FINLEY, WHITE & CO.2+ years Filed as: BANKS, FINLEY, WHITE & COMPANY Service code 10 · EIN 63-0834690 | Accounting | $7,699 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $5,075 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | -4.05% | 34.58%-38.6pp | 18.87%-22.9pp | 4.16%-8.2pp |
| Employer contribution / active EE | $0 | $32,305-100.0% | $19,828-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |