Retirement plan

PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

Name: PFIZER PHARMACEUTICALS LLC - PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO (2019) Form 5500
Creator: PFIZER PHARMACEUTICALS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO, PFIZER PHARMACEUTICALS LLC

PFIZER PHARMACEUTICALS LLCEIN 66-0577291Plan #002PY 2019

100 ROUTE 206 NORTH - PEAPACK, NJ 07977908-901-8000

Other plans on this EIN

2 filings

#004Retirement-$714.0M assets #008Retirement--

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$425.1M

-6.6% from 2016

Total participants

3,108

-9.7% from 2016

Average account balance

$137,169

+3.8% from 2016

Annual return

11.85%

-4.77 pp from 2016

Benchmarks

See 383 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort383 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$425.09M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

3,099

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.

99.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+11.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$74

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786	Recordkeeping	$212,292
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341	Investment Management	$12,771
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860	Bank Trustee	$10,855

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$231K

$200 / participant

Other / not subdivided$231K100.0%

% of EOY assets

0.054%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KPMG LLP
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,169

$96,403+42.3%

$93,621+46.5%

$77,775+76.4%

Participation rate

99.2%

87.6%+11.6pp

75.8%+23.4pp

73.2%+26.0pp

Annual return

11.85%

39.36%-27.5pp

32.76%-20.9pp

32.58%-20.7pp

Employer contribution / active EE

$11,991

$3,616+231.6%

$2,719+341.0%

$2,504+378.9%

Participant deferral / active EE

$10,905

$5,341+104.2%

$4,070+168.0%

$3,966+175.0%

Admin fee / account holder

$74

$90-16.9%

$7,890-99.1%

$100-25.7%

Provider

Service type

Compensation

FID INV INST OPS CO5+ years

Service code 15 · EIN 04-2647786

Recordkeeping

$212,292

SEI INVESTMENTS1 year

Filed as: SEI INVESTMENTS COMPANY

Service code 28 · EIN 23-1707341

Investment Management

$12,771

NORTHERN TRUST COMPANY4 years

Filed as: THE NORTHERN TRUST COMPANY

Service code 21 · EIN 36-1561860

Bank Trustee

$10,855

PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

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