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 RICO8+ years Service code 28 · EIN 66-0561870 | Investment Management | $121,364 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $87,271 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $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 | $37,385 | $95,918-61.0% | $151,634-75.3% | $77,906-52.0% |
| Participation rate | 96.6% | 88.7%+7.8pp | 87.5%+9.1pp | 73.7%+22.9pp |
| Annual return | -12.43% | -5.50%-6.9pp | 3.32%-15.8pp | 12.16%-24.6pp |
| Employer contribution / active EE | $2,724 | $4,330-37.1% | $6,165-55.8% | $2,846-4.3% |
| Participant deferral / active EE | $2,794 | $7,508-62.8% | $8,363-66.6% | $4,805-41.9% |
| Admin fee / account holder | $114 | $93+22.0% | $11,614-99.0% | $133-14.1% |