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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $44,811 |
PRICEWATERHOUSECOOPERS LLP5 years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $36,000 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $17,232 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,780 |
REICHARD & ESCALERA LLC2 years Service code 29 255 PONCE DE LEON AVENUE · SAN JUAN, PR 009171913 | Legal | $2,913 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $760 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,674 | $79,438-6.0% | $106,554-29.9% | $79,395-5.9% |
| Participation rate | 89.9% | 74.2%+15.7pp | 76.1%+13.7pp | 70.7%+19.1pp |
| Annual return | 15.33% | 18.27%-2.9pp | 26.80%-11.5pp | 116.90%-101.6pp |
| Employer contribution / active EE | $1,699 | $2,235-24.0% | $2,819-39.7% | $2,428-30.0% |
| Participant deferral / active EE | $1,728 | $3,824-54.8% | $4,398-60.7% | $4,046-57.3% |
| Admin fee / account holder | $14 | $523-97.2% | $7,408-99.8% | $626-97.7% |