| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS3+ years Filed as: ORIENTAL GROUP TRUST Service code 14 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Plan Administrator | $36,482 |
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 | $19,361 | $48,064-59.7% | $78,775-75.4% | $69,634-72.2% |
| Participation rate | 38.5% | 61.6%-23.0pp | 69.2%-30.7pp | 70.7%-32.2pp |
| Annual return | 17.41% | 21.81%-4.4pp | 35.62%-18.2pp | 27572.26%-27554.9pp |
| Employer contribution / active EE | $793 | $744+6.7% | $1,986-60.1% | $2,032-61.0% |
| Participant deferral / active EE | $977 | $2,079-53.0% | $2,958-67.0% | $3,224-69.7% |
| Admin fee / account holder | $124 | $152-18.4% | $5,132-97.6% | $110+12.3% |