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.
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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO6+ years Service code 28 · EIN 66-0561870 | Investment Management | $100,124 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,462 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,320 | $110,699-65.4% | $177,840-78.5% | $90,274-57.6% |
| Participation rate | 98.9% | 88.3%+10.6pp | 87.7%+11.2pp | 73.4%+25.6pp |
| Annual return | 13.66% | 22.79%-9.1pp | 48.32%-34.7pp | 53.97%-40.3pp |
| Employer contribution / active EE | $2,711 | $4,118-34.2% | $5,919-54.2% | $2,523+7.4% |
| Participant deferral / active EE | $2,728 | $6,731-59.5% | $7,714-64.6% | $4,231-35.5% |
| Admin fee / account holder | $86 | $90-4.4% | $12,431-99.3% | $114-24.5% |