Filed December 29, 1993 (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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $279,000 |
BANCO POPULAR DE PUERTO RICO1+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $91,041 |
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 | $35,636-100.0% | $500,101-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 21.3%-21.3pp | 1.8%-1.8pp |
| Annual return | 7.84% | 7.18%+0.7pp | 2.08%+5.8pp | 7.18%+0.7pp |
| Employer contribution / active EE | $3,964 | $13,095-69.7% | $47,324-91.6% | $13,095-69.7% |
| Participant deferral / active EE | $0 | $385-100.0% | $78-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,916-100.0% | $362-100.0% |