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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK2 years Service code 21 P.O. BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
ORIENTAL PENSION CONSULTANTS2 years Service code 15 · EIN 59-2356441 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,543 | $80,753-4.0% | $136,298-43.1% | $62,293+24.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.62% | 35.83%-21.2pp | 5156.27%-5141.6pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,908 | $2,884+0.9% | $4,696-38.1% | $2,042+42.4% |
| Participant deferral / active EE | $1,439 | $5,164-72.1% | $6,247-77.0% | $3,169-54.6% |
| Admin fee / account holder | $13 | $525-97.5% | $9,244-99.9% | $479-97.3% |