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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT Service code 37 · EIN 04-2647786 | Loan Processing | $506 |
ORIENTAL PENSION CONSULTANTS7+ years Filed as: ORIENTAL PENSION CONSULTANTS, INC. Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,970 | $59,267+55.2% | $96,575-4.8% | $79,393+15.8% |
| Participation rate | 90.7% | 61.9%+28.8pp | 69.8%+20.9pp | 70.7%+20.0pp |
| Annual return | 18.35% | 27.08%-8.7pp | 37.79%-19.4pp | 116.87%-98.5pp |
| Employer contribution / active EE | $2,312 | $1,216+90.1% | $2,357-1.9% | $2,428-4.8% |
| Participant deferral / active EE | $6,035 | $2,947+104.8% | $3,849+56.8% | $4,046+49.2% |
| Admin fee / account holder | $3 | $659-99.6% | $6,182-100.0% | $627-99.6% |