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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK1 year Service code 21 · EIN 66-0259436 PROFESSIONAL OFFICE PARK · SAN JUAN, PR 00926 | Bank Trustee | $5,627 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,519 | $59,805-84.1% | $79,550-88.0% | $68,494-86.1% |
| Participation rate | 83.0% | 61.1%+22.0pp | 69.5%+13.5pp | 67.9%+15.1pp |
| Annual return | -25.63% | -12.30%-13.3pp | 0.16%-25.8pp | -7.84%-17.8pp |
| Employer contribution / active EE | $632 | $1,505-58.0% | $2,413-73.8% | $2,596-75.7% |
| Participant deferral / active EE | $1,560 | $3,024-48.4% | $3,985-60.9% | $4,027-61.3% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |