Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS5 years Service code 15 · EIN 59-2356441 | Recordkeeping | $51,690 |
ORIENTAL BANK4 years Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $41,917 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,500 | $36,939-68.9% | $80,784-85.8% | $93,010-87.6% |
| Participation rate | 81.8% | 32.6%+49.2pp | 54.2%+27.6pp | 73.9%+7.9pp |
| Annual return | 14.96% | 17.55%-2.6pp | 87.31%-72.4pp | 158.70%-143.7pp |
| Employer contribution / active EE | $374 | $455-17.8% | $1,160-67.8% | $2,705-86.2% |
| Participant deferral / active EE | $692 | $1,044-33.7% | $2,145-67.8% | $4,561-84.8% |
| Admin fee / account holder | $54 | $162-66.8% | $3,380-98.4% | $152-64.6% |