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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK1 year Filed as: ORIENTAL BANK & TRUST Service code 13 · EIN 66-0259436 PO BOX 191429 · SAN JUAN, PR 009191429 | Contract Administrator | $5,691 |
Service code 63 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, PR 80111 | 12b-1 Fees | $3,970 |
Service code 13 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,719 | $42,546-56.0% | $71,796-73.9% | $55,167-66.1% |
| Participation rate | 91.7% | 59.1%+32.6pp | 69.1%+22.6pp | 69.0%+22.7pp |
| Annual return | 9.58% | 12.36%-2.8pp | 78.04%-68.5pp | 169.23%-159.7pp |
| Employer contribution / active EE | $515 | $803-35.8% | $1,924-73.2% | $1,963-73.7% |
| Participant deferral / active EE | $1,927 | $2,064-6.6% | $2,794-31.0% | $3,054-36.9% |
| Admin fee / account holder | $62 | $650-90.5% | $4,815-98.7% | $504-87.7% |