Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL INTERNATIONAL, INC. Service code 28 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Investment Management | $35,234 |
BANCO POPULAR DE PUERTO RICO8 years Service code 12 PO BOX 362708 · SAN JUAN, PR 009362708 | Trustee (bank, trust company, or simi... | $21,803 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.3%-12.3pp | 43.9%-43.9pp |
| Annual return | 4.62% | 3.50%+1.1pp | 5.16%-0.5pp | 13.05%-8.4pp |
| Employer contribution / active EE | $0 | $34,017-100.0% | $26,479-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,074-100.0% |