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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK3 years Service code 21 P.O. BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
ORIENTAL PENSION CONSULTANTS3 years Service code 15 · EIN 59-2356441 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,407 | $73,102-5.1% | $123,552-43.8% | $56,287+23.3% |
| Participation rate | 99.5% | 74.3%+25.2pp | 82.3%+17.2pp | 69.9%+29.6pp |
| Annual return | -3.31% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $3,040 | $2,977+2.1% | $4,628-34.3% | $2,111+44.0% |
| Participant deferral / active EE | $1,509 | $5,423-72.2% | $6,426-76.5% | $3,350-54.9% |
| Admin fee / account holder | $0 | $554-100.0% | $9,285-100.0% | $521-100.0% |