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 RICO2+ years Service code 28 · EIN 66-0561870 | Investment Management | $73,737 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,209 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $46,901 | $71,802-34.7% | $133,975-65.0% | $57,661-18.7% |
| Participation rate | 98.1% | 85.5%+12.7pp | 87.1%+11.1pp | 70.2%+27.9pp |
| Annual return | 7.86% | 13.51%-5.6pp | 29.29%-21.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $3,074 | $3,161-2.8% | $5,211-41.0% | $1,974+55.7% |
| Participant deferral / active EE | $3,235 | $4,606-29.8% | $6,282-48.5% | $3,061+5.7% |
| Admin fee / account holder | $135 | $88+53.6% | $9,324-98.6% | $95+42.4% |