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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 · EIN 39-0989781 | Investment Mgmt Fees | $20,584 |
ORIENTAL PENSION CONSULTANTS1+ years Filed as: ORIENTAL FINANCIAL GROUP Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,816 | $50,498-9.3% | $75,784-39.5% | $55,191-17.0% |
| Participation rate | 11.8% | 69.4%-57.6pp | 75.8%-64.0pp | 69.2%-57.3pp |
| Annual return | -0.33% | 1.80%-2.1pp | 9.68%-10.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $399 | $2,589-84.6% | $3,652-89.1% | $3,046-86.9% |
| Admin fee / account holder | $274 | $123+123.1% | $5,300-94.8% | $91+202.3% |