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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS5+ years Filed as: ORIENTAL FINANCIAL GROUP Service code 21 · EIN 66-0259436 | Bank Trustee | $66,611 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $44,778 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 12.23% | 18.13%-5.9pp | 14.64%-2.4pp | 16.32%-4.1pp |
| Employer contribution / active EE | $8,692 | $23,138-62.4% | $41,831-79.2% | $17,007-48.9% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |