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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK2 years Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $65,658 |
ORIENTAL PENSION CONSULTANTS3 years Service code 15 · EIN 59-2356441 | Recordkeeping | $38,539 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,899 | $26,479-70.2% | $74,723-89.4% | $77,775-89.8% |
| Participation rate | 85.6% | 37.6%+47.9pp | 54.5%+31.1pp | 73.2%+12.3pp |
| Annual return | 21.57% | 38.31%-16.7pp | 753.18%-731.6pp | 32.58%-11.0pp |
| Employer contribution / active EE | $330 | $440-24.9% | $1,084-69.6% | $2,504-86.8% |
| Participant deferral / active EE | $548 | $1,074-48.9% | $1,962-72.0% | $3,966-86.2% |
| Admin fee / account holder | $47 | $119-60.3% | $3,335-98.6% | $100-52.8% |