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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS6+ years Filed as: ORIENTAL FINANCIAL GROUP Service code 21 · EIN 66-0259436 | Bank Trustee | $54,561 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $53,953 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 9.52% | 10.61%-1.1pp | 9.52%0pp | 627.08%-617.6pp |
| Employer contribution / active EE | $8,504 | $21,392-60.2% | $41,951-79.7% | $18,824-54.8% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |