Filed April 22, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK4+ years Filed as: ORIENTAL BANK AND TRUST Service code 21 · EIN 66-0259436 | Bank Trustee | $124,258 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -5.18% | 39.99%-45.2pp | 4.36%-9.5pp | 33.37%-38.5pp |
| Employer contribution / active EE | $4,825 | $11,066-56.4% | $27,383-82.4% | $11,253-57.1% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |