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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.3+ years Service code 11 · EIN 04-2530412 | Actuarial | $45,050 |
Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $35,627 |
PEOPLE'S UNITED BANK3+ years Filed as: PEOPLE'S BANK WEALTH MANAGE.&TRUST Service code 21 · EIN 06-1213065 | Bank Trustee | $9,838 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $8,500 |
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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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 9.19% | -1.32%+10.5pp | -0.67%+9.9pp | 10.56%-1.4pp |
| Employer contribution / active EE | $17,060 | $18,687-8.7% | $31,731-46.2% | $13,643+25.0% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |