Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL INTERNATIONAL, INC. Service code 28 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Investment Management | $66,139 |
BANCO POPULAR DE PUERTO RICO6 years Service code 12 PO BOX 362708 · SAN JUAN, PR 009362708 | Trustee (bank, trust company, or simi... | $24,401 |
Annual investment return 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.
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 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -20.60% | -11.83%-8.8pp | -5.12%-15.5pp | -14.65%-6.0pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |