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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 · EIN 39-0989781 | Investment Mgmt Fees | $20,103 |
ORIENTAL PENSION CONSULTANTS2+ 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.
Annual investment return 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 | $49,770 | $57,921-14.1% | $84,753-41.3% | $57,658-13.7% |
| Participation rate | 14.0% | 72.9%-58.9pp | 76.6%-62.6pp | 70.2%-56.2pp |
| Annual return | 3.10% | 10.24%-7.1pp | 22.78%-19.7pp | 5.13%-2.0pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $571 | $2,742-79.2% | $3,712-84.6% | $3,061-81.4% |
| Admin fee / account holder | $287 | $130+121.4% | $5,333-94.6% | $95+203.8% |