Filed February 24, 2012 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 13 · EIN 13-5674085 | Contract Administrator | $201,479 |
BANCO POPULAR DE PUERTO RICO7+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $53,009 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,353 | $48,447-70.4% | $91,215-84.3% | $89,433-84.0% |
| Participation rate | 76.8% | 46.5%+30.3pp | 73.2%+3.6pp | 71.3%+5.5pp |
| Annual return | 9.12% | -13.16%+22.3pp | 114.15%-105.0pp | -11.88%+21.0pp |
| Employer contribution / active EE | $795 | $1,115-28.7% | $2,852-72.1% | $3,021-73.7% |
| Participant deferral / active EE | $880 | $2,235-60.6% | $4,234-79.2% | $5,125-82.8% |
| Admin fee / account holder | $25 | $61-59.6% | $5,424-99.5% | $79-69.0% |