Filed April 22, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK6+ years Filed as: ORIENTAL BANK AND TRUST Service code 21 · EIN 66-0259436 | Bank Trustee | $129,513 |
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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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 14.25% | 12.05%+2.2pp | 793.01%-778.8pp | 12.86%+1.4pp |
| Employer contribution / active EE | $6,494 | $21,947-70.4% | $27,004-76.0% | $13,687-52.6% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |