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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 21 · EIN 16-1290558 | Bank Trustee | $16,065 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES INC. Service code 11 · EIN 16-1186135 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Actuarial | $10,475 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 12.98% | 9.21%+3.8pp | 14.20%-1.2pp | 10.41%+2.6pp |
| Employer contribution / active EE | $7,862 | $20,031-60.7% | $27,968-71.9% | $14,691-46.5% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |