Filed December 10, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FUTURE BENEFITS2+ years Service code 27 · EIN 06-1217398 | Advisory (Plan) | $25,320 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 · EIN 04-2530412 | Actuarial | $19,785 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $11,728 |
BLUM SHAPIRO2+ years Service code 10 · EIN 06-1009205 | Accounting | $10,500 |
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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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 10.69% | 9.55%+1.1pp | 10.16%+0.5pp | 10.41%+0.3pp |
| Employer contribution / active EE | $18,966 | $14,371+32.0% | $33,192-42.9% | $14,691+29.1% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |