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 LLC5+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $208,117 |
BANCO POPULAR DE PUERTO RICO5+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $111,376 |
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 | $1,964,387-100.0% | $1,964,387-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 14.3%-14.3pp | 43.1%-43.1pp |
| Annual return | 12.48% | 47040.52%-47028.0pp | 21681.50%-21669.0pp | 259.19%-246.7pp |
| Employer contribution / active EE | $0 | $140,951-100.0% | $87,430-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $0 | $70-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,693-100.0% | $3,693-100.0% | $21,502-100.0% |