Filed December 19, 1995 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $42,628 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $30,500 |
PPG INDUSTRIES, INC.1 year Service code 10 · EIN 25-0730780 | Accounting | $13,517 |
AON CONSULTING1 year Service code 17 · EIN 22-2232264 | Pension Consulting | $11,257 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,088 | $58,093-5.2% | $80,022-31.2% | $56,289-2.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -5.74% | 34.63%-40.4pp | 11.22%-17.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,758 | $1,933-9.1% | $2,468-28.8% | $2,111-16.7% |
| Participant deferral / active EE | $2,640 | $3,136-15.8% | $3,686-28.4% | $3,350-21.2% |
| Admin fee / account holder | $332 | $623-46.7% | $6,521-94.9% | $521-36.3% |