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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS10+ years Filed as: ORIENTAL FINANCIAL GROUP Service code 21 · EIN 66-0259436 | Bank Trustee | $40,141 |
BPAS4 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $33,350 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 7.86% | 9.97%-2.1pp | 9.14%-1.3pp | 8.21%-0.3pp |
| Employer contribution / active EE | $2,299 | $11,878-80.6% | $40,511-94.3% | $13,843-83.4% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |