Retirement plan

PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

Name: PFIZER PHARMACEUTICALS LLC - PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO (2015) 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 2015

100 ROUTE 206 NORTH - PEAPACK, NJ 07977908-901-1135

Other plans on this EIN

3 filings

#004Retirement-$595.0M assets #008Retirement-$50.1M assets #010Retirement-$1.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$310.7M

-6.6% from 2016

Total participants

3,573

-9.7% from 2016

Average account balance

$88,505

+3.8% from 2016

Annual return

2.13%

-4.77 pp from 2016

Benchmarks

See 357 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort357 peers

Snapshot2015

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 2 by compensation

Provider	Service type	Compensation
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786	Recordkeeping	$292,914
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST CO Service code 28 · EIN 36-1561860	Investment Management	$6,437

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$88K

$48 / participant

Other / not subdivided$88K100.0%

% of EOY assets

0.028%

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

$88,505

$81,321+8.8%

$68,509+29.2%

$59,188+49.5%

Participation rate

96.6%

83.8%+12.8pp

74.7%+21.9pp

69.4%+27.2pp

Annual return

2.13%

4.65%-2.5pp

8.27%-6.1pp

5.51%-3.4pp

Employer contribution / active EE

$3,176

$3,297-3.6%

$2,278+39.4%

$2,098+51.4%

Participant deferral / active EE

$6,743

$4,592+46.8%

$3,382+99.4%

$3,265+106.6%

Admin fee / account holder

$25

$62-59.5%

$5,275-99.5%

$92-72.9%

Provider

Service type

Compensation

FID INV INST OPS CO1+ years

Service code 15 · EIN 04-2647786

Recordkeeping

$292,914

NORTHERN TRUST COMPANY1+ years

Filed as: THE NORTHERN TRUST CO

Service code 28 · EIN 36-1561860

Investment Management

$6,437

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