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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS2+ years Service code 24 · EIN 59-2356441 | Discretionary Trustee | $15,390 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,563 | $56,640-58.4% | $80,977-70.9% | $57,658-59.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 75.8%+11.7pp | 70.2%+17.3pp |
| Annual return | -4.83% | 19.97%-24.8pp | 17.11%-21.9pp | 5.13%-10.0pp |
| Employer contribution / active EE | $1,964 | $2,085-5.8% | $3,715-47.1% | $1,974-0.5% |
| Participant deferral / active EE | $2,078 | $4,944-58.0% | $5,696-63.5% | $3,061-32.1% |
| Admin fee / account holder | $19 | $87-78.4% | $5,517-99.7% | $95-80.1% |