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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS1+ years Service code 15 · EIN 59-2356441 | Recordkeeping | $6,253 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,439 | $28,601-77.5% | $71,702-91.0% | $66,930-90.4% |
| Participation rate | 76.9% | 56.7%+20.2pp | 62.3%+14.5pp | 69.8%+7.0pp |
| Annual return | -12.64% | -10.90%-1.7pp | 9.14%-21.8pp | 1.57%-14.2pp |
| Employer contribution / active EE | $275 | $1,104-75.1% | $1,704-83.9% | $2,545-89.2% |
| Participant deferral / active EE | $1,392 | $1,912-27.2% | $2,658-47.6% | $4,238-67.2% |
| Admin fee / account holder | $71 | $506-86.0% | $3,974-98.2% | $593-88.1% |