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Company:
Oriental Financial Group, Inc.
Plan:
Oriental Financial Group, Inc. Coda Profit Sharing Plan
 

Oriental Financial Group, Inc.

10 Plan: Oriental Financial Group, Inc. Coda Profit Sharing Plan

 
 
10
10
63
78
0
10
20
30
40
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60
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100
For the average 401k participant, the 68 point difference between this plan's BrightScope Rating (10) and the top rated plan (78) could equate to:
[How is this calculated?]
1 additional year of work
Up to $37,900 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Oriental Financial Group, Inc. Coda Profit Sharing Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 10. This plan is in the top 35% of plans for Investment Menu Quality. Oriental Financial Group, Inc. Coda Profit Sharing Plan currently has over 600 active participants and over $6.9M in plan assets.

 

 Retirement Plan Details

Address P.O. Box 191429
San Juan, PR 00919 
Industry Commercial Banking
Administrator Jose Gabriel Diaz
Net Plan Assets $6,860,000
Total Participants 670
Avg Account Balance $10,000

 Top 3 Funds in this 401k

1. Oriental Financial Group, Inc. Common Stock 39%
2. Transamerica Stable Value Fund 21%
3. Columbia Marsico 21st Century 8%

  Plan Service Providers

Insurance Carrier Transamerica
Insurance Advisor/Broker Pedro Prieto
Auditor KPMG, Llp

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