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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $57,088 |
ORIENTAL PENSION CONSULTANTS4+ years Filed as: ORIENTAL FINANCIAL GROUP Service code 21 · EIN 66-0259436 | Bank Trustee | $26,035 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -2.55% | -1.53%-1.0pp | -2.18%-0.4pp | -0.69%-1.9pp |
| Employer contribution / active EE | $6,432 | $14,498-55.6% | $38,751-83.4% | $16,786-61.7% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |