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 | $193,843 |
BANCO POPULAR DE PUERTO RICO8+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $54,779 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,816 | $57,458-79.4% | $95,763-87.7% | $96,393-87.7% |
| Participation rate | 74.1% | 47.9%+26.1pp | 72.3%+1.8pp | 71.3%+2.8pp |
| Annual return | -8.80% | 17.80%-26.6pp | 28.43%-37.2pp | 22.88%-31.7pp |
| Employer contribution / active EE | $850 | $1,155-26.4% | $2,836-70.0% | $3,239-73.8% |
| Participant deferral / active EE | $942 | $2,443-61.4% | $4,244-77.8% | $5,455-82.7% |
| Admin fee / account holder | $26 | $61-56.7% | $5,669-99.5% | $74-64.5% |