| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS4+ years Filed as: ORIENTAL GROUP TRUST Service code 14 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Plan Administrator | $48,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,344 | $35,485-51.1% | $74,549-76.7% | $55,727-68.9% |
| Participation rate | 56.5% | 62.5%-6.0pp | 69.1%-12.6pp | 70.9%-14.4pp |
| Annual return | -6.04% | 0.72%-6.8pp | 32.54%-38.6pp | 244.94%-251.0pp |
| Employer contribution / active EE | $822 | $777+5.7% | $1,961-58.1% | $2,078-60.5% |
| Participant deferral / active EE | $1,074 | $2,181-50.7% | $3,108-65.4% | $3,356-68.0% |
| Admin fee / account holder | $144 | $114+25.7% | $5,059-97.2% | $115+24.7% |