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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK6 years Filed as: ORIENTAL BANK & TRUST Service code 99 · EIN 66-0259436 PO BOX 191429 · SAN JUAN, PR 009191429 | Other Fees | $13,671 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, PR 80111 | Investment Management | $3,626 |
Service code 99 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Other Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,355 | $59,267-47.1% | $96,575-67.5% | $79,393-60.5% |
| Participation rate | 79.2% | 61.9%+17.3pp | 69.8%+9.4pp | 70.7%+8.5pp |
| Annual return | 15.09% | 27.08%-12.0pp | 37.79%-22.7pp | 116.87%-101.8pp |
| Employer contribution / active EE | $740 | $1,216-39.1% | $2,357-68.6% | $2,428-69.5% |
| Participant deferral / active EE | $2,907 | $2,947-1.4% | $3,849-24.5% | $4,046-28.2% |
| Admin fee / account holder | $142 | $659-78.4% | $6,182-97.7% | $627-77.3% |