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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK5 years Service code 21 P.O. BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
ORIENTAL PENSION CONSULTANTS5 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 | $91,521 | $99,957-8.4% | $149,730-38.9% | $73,493+24.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 14.31% | 53.87%-39.6pp | 276.70%-262.4pp | 28.51%-14.2pp |
| Employer contribution / active EE | $3,010 | $3,191-5.7% | $4,645-35.2% | $2,270+32.6% |
| Participant deferral / active EE | $1,660 | $6,073-72.7% | $6,843-75.7% | $3,740-55.6% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |