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 RICO5+ years Service code 28 · EIN 66-0561870 | Investment Management | $93,159 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,698 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $10 |
CHARLES SCHWAB & CO., INC.2 years 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,037 | $95,776-61.3% | $162,185-77.2% | $77,775-52.4% |
| Participation rate | 97.3% | 88.6%+8.7pp | 87.6%+9.8pp | 73.2%+24.1pp |
| Annual return | 21.93% | 37.03%-15.1pp | 115.61%-93.7pp | 32.58%-10.6pp |
| Employer contribution / active EE | $2,420 | $3,874-37.5% | $5,613-56.9% | $2,504-3.4% |
| Participant deferral / active EE | $2,474 | $6,125-59.6% | $7,297-66.1% | $3,966-37.6% |
| Admin fee / account holder | $115 | $88+30.9% | $10,844-98.9% | $100+14.7% |