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 RICO10+ years Service code 28 · EIN 66-0561870 | Investment Management | $139,294 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $56,622 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $43,229 | $122,585-64.7% | $184,256-76.5% | $200,096-78.4% |
| Participation rate | 99.1% | 86.9%+12.2pp | 86.8%+12.3pp | 72.0%+27.1pp |
| Annual return | 7.74% | 144.12%-136.4pp | 28.85%-21.1pp | 34.26%-26.5pp |
| Employer contribution / active EE | $3,026 | $4,571-33.8% | $6,427-52.9% | $3,038-0.4% |
| Participant deferral / active EE | $3,289 | $7,972-58.7% | $9,133-64.0% | $5,090-35.4% |
| Admin fee / account holder | $96 | $120-20.5% | $13,899-99.3% | $269-64.5% |