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 | $155,238 |
BANCO POPULAR DE PUERTO RICO9+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $47,430 |
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 | $14,926 | $64,975-77.0% | $97,295-84.7% | $106,553-86.0% |
| Participation rate | 71.7% | 45.4%+26.3pp | 72.7%-1.0pp | 69.8%+1.9pp |
| Annual return | 11.67% | 15.21%-3.5pp | 75.62%-63.9pp | 17.37%-5.7pp |
| Employer contribution / active EE | $827 | $1,126-26.6% | $2,723-69.6% | $3,359-75.4% |
| Participant deferral / active EE | $920 | $2,466-62.7% | $4,264-78.4% | $5,562-83.5% |
| Admin fee / account holder | $22 | $69-68.1% | $5,646-99.6% | $80-72.5% |