| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS2+ years Filed as: ORIENTAL GROUP TRUST Service code 14 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Plan Administrator | $32,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,849 | $37,044-54.5% | $71,793-76.5% | $57,661-70.8% |
| Participation rate | 34.6% | 61.1%-26.5pp | 69.1%-34.5pp | 70.2%-35.6pp |
| Annual return | 8.12% | 12.64%-4.5pp | 78.04%-69.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $697 | $720-3.3% | $1,924-63.8% | $1,974-64.7% |
| Participant deferral / active EE | $897 | $1,974-54.6% | $2,794-67.9% | $3,061-70.7% |
| Admin fee / account holder | $128 | $101+27.0% | $4,815-97.3% | $95+35.6% |