Filed July 9, 2010
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 RICO1+ years Service code 25 PO BOX 362708 · SAN JUAN, PR 009362708 | Directed Trustee | $14,566 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,949 |
MCCONNELL VALDES LLC1+ years Service code 29 270 MUNOZ RIVERA AVE · SAN JUAN, PR 00918 | Legal | $4,175 |
MERRICK PRINTING CO. INC1+ years Service code 99 808 E LIBERTY STREET · LOUISVILLE, KY 40204 | Other Fees | $1,929 |
WITHUMSMITH+BROWN, PC1+ years Filed as: FROST BROWN TODD, LLC Service code 29 PO BOX 5716 · CINCINNATI, OH 452015716 | Legal | $381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,966 | $37,117-65.1% | $147,618-91.2% | $55,191-76.5% |
| Participation rate | 43.8% | 63.6%-19.9pp | 84.6%-40.9pp | 69.2%-25.4pp |
| Annual return | 0.68% | 3.44%-2.8pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $315 | $1,620-80.5% | $5,564-94.3% | $1,899-83.4% |
| Participant deferral / active EE | $370 | $1,985-81.4% | $4,895-92.4% | $3,046-87.9% |
| Admin fee / account holder | $215 | $86+151.1% | $11,612-98.2% | $91+136.6% |