Overview

Plan Rating

BrightScope Rating
25
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (20)
Average in Peer Group (58)
Highest in Peer Group (86)

Plan Description

Alpla Caribe Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 25. This plan is in the top 15% of plans for Participation Rate. Alpla Caribe Retirement Plan currently has over 100 active participants and over $1.3M in plan assets.

Did you know?

For the average 401k participant, the 61 point difference between this plan's BrightScope Rating (25) and the top rated plan (86) could equate to:
28
Additional years of work
482,358
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2010
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address Carr. 3 Km 144.7
  • Location
    Guayama , PR
  • 00785
  • Industry
    All Other Professional, Scientific, and Technical Services
  • Administrator
    Richard Lisch
  • Net Plan Assets
    $1,290,000
  • Total Participants
    120
  • Avg Account Balance
    $11,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Poor

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Poor
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Investments

Investment Menu Stats

# of Investment Options

22

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Transamerica Stable Value Fund 38%
N/A
Participant Loans 13%
N/A
Loomis Sayles Bond 6%
96%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Transamerica
Insurance Advisor/Broker
Baco & Associates Inc
Recordkeeper
Transamerica
Auditor
Ojeda CPA Group, Psc