Filed December 30, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIGELOW INVESTMENT ADVISORS8+ years Service code 28 · EIN 20-8676315 | Investment Management | $58,358 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 7.36% | 9.74%-2.4pp | 12.68%-5.3pp | 9.89%-2.5pp |
| Employer contribution / active EE | $0 | $15,597-100.0% | $41,609-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |