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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK3 years Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $48,600 |
ORIENTAL PENSION CONSULTANTS4 years Service code 15 · EIN 59-2356441 | Recordkeeping | $29,195 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,349 | $29,516-68.3% | $77,552-87.9% | $90,274-89.6% |
| Participation rate | 83.1% | 33.7%+49.4pp | 54.2%+28.9pp | 73.4%+9.7pp |
| Annual return | 15.77% | 231.18%-215.4pp | 54.82%-39.1pp | 53.97%-38.2pp |
| Employer contribution / active EE | $353 | $381-7.3% | $987-64.2% | $2,523-86.0% |
| Participant deferral / active EE | $566 | $944-40.1% | $1,861-69.6% | $4,231-86.6% |
| Admin fee / account holder | $35 | $106-67.1% | $2,859-98.8% | $114-69.5% |