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 LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $189,455 |
BANCO POPULAR DE PUERTO RICO2+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $97,182 |
Employer contribution per participant 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 | $1,723,788-100.0% | $1,637,423-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.9%-1.9pp |
| Annual return | 12.46% | 13.06%-0.6pp | 15.63%-3.2pp | 23.90%-11.4pp |
| Employer contribution / active EE | $9,598 | $19,111-49.8% | $56,677-83.1% | $16,539-42.0% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $0 | $18,975-100.0% |