Filed September 18, 1992
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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 12 · EIN 30-0282430 | Custodial (securities); Claims proces... | $14,178 |
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,719 | $62,177+124.7% | $81,370+71.7% | $74,478+87.6% |
| Participation rate | 82.4% | 64.1%+18.3pp | 69.5%+12.8pp | 67.2%+15.1pp |
| Annual return | 14.51% | 16.62%-2.1pp | 24.85%-10.3pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $5,209 | $1,881+176.9% | $2,464+111.4% | $2,626+98.3% |
| Participant deferral / active EE | $5,086 | $3,219+58.0% | $3,885+30.9% | $4,350+16.9% |
| Admin fee / account holder | $85 | $1,927-95.6% | $5,749-98.5% | $1,946-95.6% |