Retirement plan

ANGLO PUERTO RICAN INSURANCE CORPORATION PLAN DE AHORRO PARA EL RETIRO

Name: ANGLO PR INSURANCE CORPORATION - ANGLO PUERTO RICAN INSURANCE CORPORATION PLAN DE AHORRO PARA EL RETIRO (2017) Form 5500
Creator: ANGLO PR INSURANCE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANGLO PUERTO RICAN INSURANCE CORPORATION PLAN DE AHORRO PARA EL RETIRO, ANGLO PR INSURANCE CORPORATION

ANGLO PR INSURANCE CORPORATIONEIN 66-0182569Plan #001PY 2017

PO BOX 9023752 - SAN JUAN, PR 009023752787-721-4900

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.4M

+26.3% from 2016

Total participants

0.0% from 2016

Average account balance

$123,198

+26.3% from 2016

Annual return

22.31%

+16.09 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.33M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$882K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16844

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 codes2E2F2G2J3C

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$288K

$4497 / participant

Other / not subdivided$288K100.0%

% of EOY assets

3.435%

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

$123,198

$85,766+43.6%

$136,297-9.6%

$70,124+75.7%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

22.31%

31.45%-9.1pp

5156.19%-5133.9pp

73.14%-50.8pp

Employer contribution / active EE

$2,599

$2,966-12.4%

$4,696-44.6%

$2,342+11.0%

Participant deferral / active EE

$6,013

$5,051+19.0%

$6,247-3.7%

$3,332+80.5%

Admin fee / account holder

$4,232

$5,420-21.9%

$9,244-54.2%

$4,645-8.9%

ANGLO PUERTO RICAN INSURANCE CORPORATION PLAN DE AHORRO PARA EL RETIRO

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANGLO PUERTO RICAN INSURANCE CORPORATION PLAN DE AHORRO PARA EL RETIRO

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