Filed April 22, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK5+ years Filed as: ORIENTAL BANK AND TRUST Service code 21 · EIN 66-0259436 | Bank Trustee | $212,564 |
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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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 24.51% | 53.17%-28.7pp | 18.06%+6.4pp | 21.83%+2.7pp |
| Employer contribution / active EE | $5,863 | $14,715-60.2% | $30,411-80.7% | $12,237-52.1% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |