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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS1+ years Filed as: ORIENTAL GROUP TRUST Service code 14 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Plan Administrator | $5,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,246 | $22,714-46.1% | $59,496-79.4% | $55,191-77.8% |
| Participation rate | 61.6% | 37.5%+24.2pp | 54.6%+7.1pp | 69.2%-7.5pp |
| Annual return | 0.07% | -44.01%+44.1pp | 182.05%-182.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $510 | $418+22.2% | $1,153-55.7% | $1,899-73.1% |
| Participant deferral / active EE | $762 | $843-9.7% | $1,829-58.4% | $3,046-75.0% |
| Admin fee / account holder | $23 | $83-72.0% | $2,232-99.0% | $91-74.3% |