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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.3+ years Service code 11 · EIN 04-2530412 | Actuarial | $79,167 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $51,186 |
KAHN, LITWIN, RENZA & CO., LTD3+ years Filed as: KAHN LITWIN RENZA & CO Service code 10 · EIN 05-0409384 | Accounting | $10,975 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S. BANK Service code 21 ONE US BANK PLAZA · ST. LOUIS, MO 63101 | Bank Trustee | $8,463 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $266,731-100.0% | $256,121-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 37.7%-37.7pp | 45.9%-45.9pp |
| Annual return | 6.15% | 7.61%-1.5pp | 9.60%-3.5pp | 10.21%-4.1pp |
| Employer contribution / active EE | $0 | $55,817-100.0% | $45,595-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $245-100.0% | $255-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $10,098-100.0% | $9,523-100.0% | $13,518-100.0% |