Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL INTERNATIONAL, INC. Service code 28 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Investment Management | $109,105 |
Filed as: CONDUENT HR SERVICES, LLC Service code 13 PO BOX 202617 · DALLAS, TX 753202617 | Contract Administrator | $65,950 |
BANCO POPULAR DE PUERTO RICO4 years Service code 12 PO BOX 362708 · SAN JUAN, PR 009362708 | Trustee (bank, trust company, or simi... | $24,258 |
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 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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 19.08% | -14.68%+33.8pp | -2.84%+21.9pp | 259.19%-240.1pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |