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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $28,886 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $17,018 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 21 100 WESTMINSTER STREET · PROVIDENCE, RI 02903 | Bank Trustee | $11,515 |
KAHN, LITWIN, RENZA & CO., LTD1+ years Filed as: KAHN LITWIN RENZA & CO Service code 10 · EIN 05-0409384 | Accounting | $9,900 |
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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 | $50,876-100.0% | $186,087-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 15.7%-15.7pp |
| Annual return | -2.40% | -1.85%-0.6pp | -2.13%-0.3pp | -7.14%+4.7pp |
| Employer contribution / active EE | $16,494 | $9,669+70.6% | $34,127-51.7% | $14,613+12.9% |
| Participant deferral / active EE | $0 | $463-100.0% | $131-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $941-100.0% | $1,191-100.0% |