Retirement plan

UNION DE OFICINISTAS DE COMPANIA CERVECERA DE PUERTO RICO, INC. PLAN

Name: COMPANIA CERVECERA DE PUERTO RICO - UNION DE OFICINISTAS DE COMPANIA CERVECERA DE PUERTO RICO, INC. PLAN (2017) Form 5500
Creator: COMPANIA CERVECERA DE PUERTO RICO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNION DE OFICINISTAS DE COMPANIA CERVECERA DE PUERTO RICO, INC. PLAN, COMPANIA CERVECERA DE PUERTO RICO

COMPANIA CERVECERA DE PUERTO RICOEIN 66-0175664Plan #002PY 2017

POX 1690 - MAYAGUEZ, PR 00681787-834-1000

Other plans on this EIN

3 filings

#001Retirement-$3.1M assets #003Retirement-$2.7M assets #004Retirement--

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$409K

+192.8% from 2016

Total participants

+20.0% from 2016

Average account balance

$34,102

+144.0% from 2016

Annual return

169.71%

+164.68 pp from 2016

Benchmarks

See 3,171 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,171 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$506K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$51K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.58%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6830

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2E3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$102 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.299%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,102

$100,901-66.2%

$75,501-54.8%

$147,586-76.9%

Participation rate

100.0%

77.1%+22.9pp

72.4%+27.6pp

82.8%+17.2pp

Annual return

169.71%

35.78%+133.9pp

27.35%+142.4pp

578.59%-408.9pp

Employer contribution / active EE

$1,433

$3,253-56.0%

$2,352-39.1%

$4,876-70.6%

Participant deferral / active EE

$1,260

$4,027-68.7%

$3,142-59.9%

$5,439-76.8%

Admin fee / account holder

$102

$11,285-99.1%

$5,801-98.2%

$10,886-99.1%

UNION DE OFICINISTAS DE COMPANIA CERVECERA DE PUERTO RICO, INC. PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNION DE OFICINISTAS DE COMPANIA CERVECERA DE PUERTO RICO, INC. PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion