Retirement plan

CAPITAL CROSSING RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES

Name: CAPITAL CROSSING PUERTO RICO LLC - CAPITAL CROSSING RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES (2017) Form 5500
Creator: CAPITAL CROSSING PUERTO RICO LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL CROSSING RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES, CAPITAL CROSSING PUERTO RICO LLC

CAPITAL CROSSING PUERTO RICO LLCEIN 66-0837769Plan #001PY 2017

221 PONCE DE LEON AVE. SUITE 1204 - SAN JUAN, PR 00917787-545-8061

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$255K

+276.7% from 2016

Total participants

+21.7% from 2016

Average account balance

$10,622

+214.0% from 2016

Annual return

73.09%

+73.09 pp from 2016

Benchmarks

See 7,573 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,573 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$933

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$47 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.499%

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

$10,622

$100,041-89.4%

$149,718-92.9%

$70,131-84.9%

Participation rate

85.2%

83.6%+1.6pp

87.1%-1.9pp

69.5%+15.6pp

Annual return

73.09%

27.43%+45.7pp

1501.70%-1428.6pp

73.14%-0.1pp

Employer contribution / active EE

$2,168

$3,662-40.8%

$5,444-60.2%

$2,342-7.5%

Participant deferral / active EE

$2,936

$4,983-41.1%

$6,568-55.3%

$3,332-11.9%

Admin fee / account holder

$53

$8,286-99.4%

$11,283-99.5%

$4,645-98.9%

CAPITAL CROSSING RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL CROSSING RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES

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