Retirement plan

CROWN CASTLE PUERTO RICO 1165 (E) PLAN

Name: CROWN CASTLE PUERTO RICO CORP - CROWN CASTLE PUERTO RICO 1165 (E) PLAN (2024) Form 5500
Creator: CROWN CASTLE PUERTO RICO CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROWN CASTLE PUERTO RICO 1165 (E) PLAN, CROWN CASTLE PUERTO RICO CORP

CROWN CASTLE PUERTO RICO CORPEIN 66-0658618Plan #001PY 2024

2000 CORPORATE DRIVE - CANONSBURG, PA 15317724-416-2000LinkedIn11-50 employeestelecommunications

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.6M

+12.9% from 2023

Total participants

-9.1% from 2023

Average account balance

$279,195

+18.5% from 2023

Annual return

13.86%

-1.39 pp from 2023

Benchmarks

See 12,265 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,265 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.58M

Not enough data

1 years with asset history on file

Average account balance

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

$279K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

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

+13.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10404

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 codes2E2F2G2T3C2S

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$208K

$18917 / participant

Other / not subdivided$208K100.0%

% of EOY assets

3.727%

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

$279,195

$108,942+156.3%

$100,415+178.0%

$145,897+91.4%

Participation rate

100.0%

83.0%+17.0pp

81.5%+18.5pp

80.3%+19.7pp

Annual return

13.86%

58.27%-44.4pp

49.47%-35.6pp

552.29%-538.4pp

Employer contribution / active EE

$6,739

$4,422+52.4%

$3,943+70.9%

$4,663+44.5%

Participant deferral / active EE

$7,396

$8,461-12.6%

$8,091-8.6%

$6,689+10.6%

Admin fee / account holder

$10,404

$9,702+7.2%

$7,906+31.6%

$13,390-22.3%

CROWN CASTLE PUERTO RICO 1165 (E) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROWN CASTLE PUERTO RICO 1165 (E) 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