Philippine Retirement Authority Annual Report 2021

PRA annual report 2021 (149 pp.): overview, SRRV benefits and options (age 50+ only from 30 Apr 2021), financial and enrolment highlights, GM message, strategy map, customer satisfaction survey, advertising campaign, facilities and merchant partners, HR and GAD, COVID-19 response (travel passes, entry exemption documents), after-enrolment services, ISO, automation, 2021 performance scorecard (pp. 56-61), board and officers, corporate governance scorecard, and the COA-audited financial report 2021 (pp. 89-148, image pages read by OCR: auditor report, statements, notes). Taken: all enrolment stocks (gross/net by principal, spouse, child), deposit balances (highlights, scorecard, restricted funds, trust liabilities), revenue, fee income by type, interest income, net income, dividends, costs (personnel, MOOE, direct costs by line), marketers and enrolments via marketers, depository banks, staff, scorecard baselines/targets/actuals, processing within prescribed period, fees and deposit rules, and events. Not taken (out of scope): customer-satisfaction and lead-source survey counts, travel passes (5,606) and EEDs (120) issued during COVID, ID renewals, ROME and other scorecard ratings, GAD and HR, balance-sheet items other than deposits, receivables/allowances, taxes, leases, PPE, cash flows other than dividends. Checks: Note 24.1 fee lines add up to service income; Note 25 lines add up; net enrolment parts add up to 54,649 but gross parts add up to 71,241 vs 71,246 printed. The 2020 scorecard baseline column appears to hold 2020 targets (recorded as budget, explained in notes).