Filed March 3, 2011 (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 |
|---|---|---|
BANCO POPULAR DE PUERTO RICO1+ years Service code 28 · EIN 66-0561870 | Investment Management | $71,440 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $39,200 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,887 | $68,413-34.4% | $123,105-63.5% | $55,191-18.7% |
| Participation rate | 98.4% | 84.5%+13.9pp | 86.8%+11.7pp | 69.2%+29.3pp |
| Annual return | 1.70% | 6.30%-4.6pp | 13.22%-11.5pp | 10.78%-9.1pp |
| Employer contribution / active EE | $3,140 | $3,050+2.9% | $5,151-39.0% | $1,899+65.4% |
| Participant deferral / active EE | $3,229 | $4,490-28.1% | $6,229-48.2% | $3,046+6.0% |
| Admin fee / account holder | $128 | $88+46.1% | $9,014-98.6% | $91+41.3% |