Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP4+ years Filed as: LINSCO/PRIVATE LEDGER Service code 28 · EIN 95-2834236 | Investment Management | $26,554 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 11 · EIN 04-2530412 | Actuarial | $11,579 |
WILMINGTON TRUST1 year Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 21 401 EAST 8TH STREET · SIOUX FALLS, SD 57103 | Bank Trustee | $3,945 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.3%-47.3pp |
| Annual return | 0.02% | 10.25%-10.2pp | 10.78%-10.8pp | 12.16%-12.1pp |
| Employer contribution / active EE | $0 | $47,546-100.0% | $41,857-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |