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 RICO4+ years Service code 28 · EIN 66-0561870 | Investment Management | $159,376 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,377 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $35 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,695 | $82,546-58.0% | $140,019-75.2% | $75,289-53.9% |
| Participation rate | 94.3% | 88.4%+6.0pp | 87.5%+6.8pp | 72.4%+21.9pp |
| Annual return | -2.59% | -0.36%-2.2pp | 651.19%-653.8pp | -0.04%-2.5pp |
| Employer contribution / active EE | $2,369 | $3,856-38.6% | $5,605-57.7% | $2,405-1.5% |
| Participant deferral / active EE | $2,568 | $5,731-55.2% | $6,927-62.9% | $3,739-31.3% |
| Admin fee / account holder | $115 | $86+34.4% | $10,705-98.9% | $102+12.6% |