Retirement plan

PARA LA NATURALEZA RETIREMENT PLAN

Name: PARA LA NATURALEZA INC. - PARA LA NATURALEZA RETIREMENT PLAN (2021) Form 5500
Creator: PARA LA NATURALEZA INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARA LA NATURALEZA RETIREMENT PLAN, PARA LA NATURALEZA INC.

PARA LA NATURALEZA INC.EIN 66-0801404Plan #001PY 2021

PO BOX 9023354 - SAN JUAN, PR 00902787-722-5834

Prospect flagsHigh retiree %Low participant contribution

How to read this page

Total assets (EOY)

$15.9M

+16.6% from 2020

Total participants

208

+1.5% from 2020

Average account balance

$76,323

+14.4% from 2020

Annual return

13.67%

-2.16 pp from 2020

Benchmarks

See 5,718 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,718 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.67M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

216

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

$1.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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
FIDELITY INVESTMENTS INSTITUTIONAL7+ years Filed as: FIDELITY INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015	Investment Management	$0
PENSION ADMINISTRATORS GROUP, INC.7+ years Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J

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.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$16 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.015%

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: KEVANE GRANT THORNTON
Auditor EIN: 660563256
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,323

$104,482-27.0%

$159,455-52.1%

$79,393-3.9%

Participation rate

100.0%

76.6%+23.4pp

82.8%+17.2pp

70.7%+29.3pp

Annual return

13.67%

67.96%-54.3pp

263.63%-250.0pp

116.87%-103.2pp

Employer contribution / active EE

$3,805

$3,416+11.4%

$4,830-21.2%

$2,428+56.7%

Participant deferral / active EE

$2,589

$6,467-60.0%

$7,353-64.8%

$4,046-36.0%

Admin fee / account holder

$11

$711-98.4%

$10,800-99.9%

$627-98.2%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL7+ years

Filed as: FIDELITY INVESTMENTS

Service code 28

100 CROSBY PARKWAY · COVINGTON, KY 41015

Investment Management

PENSION ADMINISTRATORS GROUP, INC.7+ years

Service code 15

PO BOX 9023794 · SAN JUAN, PR 00902

Recordkeeping

PARA LA NATURALEZA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARA LA NATURALEZA RETIREMENT 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