Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL INTERNATIONAL, INC. Service code 28 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Investment Management | $56,894 |
BANCO POPULAR DE PUERTO RICO7 years Service code 12 PO BOX 362708 · SAN JUAN, PR 009362708 | Trustee (bank, trust company, or simi... | $22,147 |
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 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 6.72% | 3.70%+3.0pp | 7.69%-1.0pp | 24.44%-17.7pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |