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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK1 year Service code 13 · EIN 66-0259436 PO BOX 191429 · SAN JUAN, PR 009191429 | Contract Administrator | $7,403 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP(LINCOLN) Service code 27 · EIN 30-5472300 1 GRANITE PL · CONCORD, NH 33101 | Advisory (Plan) | $5,903 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,822 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,614 |
ORIENTAL PENSION CONSULTANTS2 years Service code 13 · EIN 59-2356441 1900 NW CORPORATE BLVD STE 400 WEST · BOCA RATON, FL 33431 | Contract Administrator | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,696 | $91,552-74.1% | $133,956-82.3% | $79,858-70.3% |
| Participation rate | 57.6% | 73.3%-15.8pp | 79.8%-22.3pp | 69.6%-12.1pp |
| Annual return | 10.37% | 61.85%-51.5pp | 45.09%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $172 | $2,384-92.8% | $3,919-95.6% | $2,471-93.0% |
| Participant deferral / active EE | $1,483 | $3,733-60.3% | $5,048-70.6% | $3,740-60.3% |
| Admin fee / account holder | $213 | $6,321-96.6% | $8,927-97.6% | $5,306-96.0% |