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 (2019) 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 2019

POX 1690 - MAYAGUEZ, PR 00681787-834-1000

Other plans on this EIN

2 filings

#003Retirement-$3.6M assets #001Retirement-$3.5M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$519K

+21.8% from 2018

Total participants

0.0% from 2018

Average account balance

$43,247

+21.8% from 2018

Annual return

13.78%

+18.41 pp from 2018

Benchmarks

See 3,425 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,425 peers

Snapshot2019

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

$758

$69 / participant

Other / not subdivided$758100.0%

% of EOY assets

0.146%

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

$43,247

$104,577-58.6%

$76,667-43.6%

$152,909-71.7%

Participation rate

100.0%

76.6%+23.4pp

72.1%+27.9pp

82.5%+17.5pp

Annual return

13.78%

1014.36%-1000.6pp

1166.74%-1153.0pp

345.46%-331.7pp

Employer contribution / active EE

$1,625

$3,119-47.9%

$2,303-29.4%

$4,764-65.9%

Participant deferral / active EE

$1,472

$4,237-65.3%

$3,336-55.9%

$5,851-74.8%

Admin fee / account holder

$63

$12,290-99.5%

$6,423-99.0%

$11,601-99.5%

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