Philippine Retirement Authority Annual Report 2017

PRA annual report 2017 (209 pp.): organisational overview and SRRV options; quick facts (gross/net enrolment, revenue, NOI, dividends, foreign currency, marketers, merchant partners, facilities, personnel); GM message; promotions (international and local, photos); retention services and testimonials; HR, ISO, planning; performance scorecard (narrative pp. 67-78 and PES form pp. 174-177); facts about the SRRV (enrolment 2013-2017, top nationalities 1985-2017, top regions, foreign currency 1985-2017, accreditation); after-enrolment services; future plans; corporate governance, board, officers and staff lists; COA annual audit report 2017 with financial statements, notes and audit observations (pp. 122-169); annexes: yearly enrolment and cancellation 1987-2017, monthly 2017, 2017 and 1987-2017 nationalities, principals by age bracket and by sex 1987-2017, foreign currency 1987-2017 and monthly 2017 deposits, active retirees by region, services rendered by month, lists of marketers, merchant partners and retirement facilities, trainings. Taken: every enrolment, cancellation, net enrolment, nationality, age, sex, region, deposit (gross, withdrawn, net, held, monthly), marketer, staff, fee-revenue, revenue, net-income, dividend, cost, budget and target figure, and fee rules. Checks: the 2017 monthly DBP deposits (p. 183) add up to US$51,079,576.35, US$30,000 more than the printed total US$51,049,576.35 (recorded as printed, noted); p. 178 rows add up to totals; p. 179 months add up; nationality 2017 adds to 5,861; region counts add to 41,123; FX table gross - cancellation = net in every row; age brackets add to each year total. Not taken (out of scope or derived): percentage columns printed beside counts (nationality, region tables) and the p. 81 region shares (same data as p. 184), growth percentages, scorecard ratings and ROME, customer satisfaction and merchant-partner usage, ID-renewal and other servicing transactions (other than cancellations and deposit conversions), balance-sheet items other than visa deposits, receivables and audit reconciliation variances, tax and payroll remittances, GAD budget, property insurance, lists of names. Issues: the p. 180 1987-2017 nationality table attaches different nationality labels to the counts from rank 4 down than the p. 80 table; the gender table subtotals differ from p. 178 in some years: 1989: principal 389 vs 390, dependants 236 vs 235; 1990: principal 144 vs 143, dependants 151 vs 152; 1992: principal 134 vs 135, dependants 118 vs 117; 1994: principal 315 vs 314, dependants 268 vs 269; 1995: principal 528 vs 529, dependants 572 vs 571; 1997: principal 370 vs 371, dependants 441 vs 440; 1998: principal 209 vs 208, dependants 216 vs 217; 1999: principal 323 vs 324, dependants 309 vs 308; 2000: principal 376 vs 376, dependants 447 vs 446; 2001: principal 380 vs 379, dependants 464 vs 466; 2002: principal 323 vs 322, dependants 366 vs 367.