Filed December 21, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS6+ years Filed as: ORIENTAL TRUST OPERATIONS Service code 21 PO BOX 191429 · SAN JUAN, PR 00919 | Bank Trustee | $13,850 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,103 | $52,279-67.3% | $89,414-80.9% | $79,852-78.6% |
| Participation rate | 64.9% | 57.5%+7.4pp | 68.0%-3.0pp | 69.6%-4.7pp |
| Annual return | 7.66% | 22.16%-14.5pp | 245.50%-237.8pp | 31.72%-24.1pp |
| Employer contribution / active EE | $802 | $1,572-49.0% | $2,586-69.0% | $2,471-67.5% |
| Participant deferral / active EE | $915 | $2,740-66.6% | $3,890-76.5% | $3,740-75.5% |
| Admin fee / account holder | $284 | $3,356-91.5% | $4,883-94.2% | $5,306-94.6% |