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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK3 years Filed as: ORIENTAL BANK & TRUST Service code 99 · EIN 66-0259436 PO BOX 191429 · SAN JUAN, PR 009191429 | Other Fees | $8,799 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, PR 80111 | Recordkeeping Fees | $7,905 |
Filed as: EMPOWER RETIREMENT ADVISOR SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $100 |
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 | $19,313 | $42,548-54.6% | $74,551-74.1% | $56,289-65.7% |
| Participation rate | 94.2% | 60.5%+33.7pp | 69.1%+25.0pp | 69.9%+24.3pp |
| Annual return | -5.08% | 12.40%-17.5pp | 32.53%-37.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $568 | $855-33.6% | $1,961-71.1% | $2,111-73.1% |
| Participant deferral / active EE | $2,208 | $2,277-3.0% | $3,108-29.0% | $3,350-34.1% |
| Admin fee / account holder | $88 | $467-81.2% | $5,059-98.3% | $521-83.1% |