Filed October 13, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
O'NEILL & BORGES LLC1 year Filed as: O'NEILL AND BORGES LLC Service code 16 250 AVE MUNOZ RIVERA STE 800 · SAN JUAN, PR 00918 | Consulting | $7,172 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE, RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $6,629 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $108,291-100.0% | $77,557-100.0% | $158,988-100.0% |
| Participation rate | 0.0% | 64.4%-64.4pp | 54.2%-54.2pp | 82.0%-82.0pp |
| Annual return | 13.12% | 31.69%-18.6pp | 54.83%-41.7pp | 303.00%-289.9pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,860-100.0% | $11,252-100.0% |