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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $39,592 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 · EIN 04-2530412 | Actuarial | $13,439 |
KAHN, LITWIN, RENZA & CO., LTD2+ years Filed as: KAHN LITWIN RENZA & CO Service code 10 · EIN 05-0409384 | Accounting | $9,900 |
Filed as: U.S. BANK Service code 21 ONE US BANK PLAZA · ST. LOUIS, MO 63101 | Bank Trustee | $8,124 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 21 100 WESTMINSTER STREET · PROVIDENCE, RI 02903 | Bank Trustee | $2,669 |
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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 | $209,212-100.0% | $18,392,177-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 56.6%-56.6pp | 37.5%-37.5pp | 45.6%-45.6pp |
| Annual return | 5.35% | 1.57%+3.8pp | 3.99%+1.4pp | 4.16%+1.2pp |
| Employer contribution / active EE | $20,002 | $47,181-57.6% | $38,279-47.7% | $42,918-53.4% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |