Filed January 21, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 21 · EIN 16-1290558 | Bank Trustee | $101,416 |
HARBRIDGE CONSULTING GROUP, LLC1+ years Filed as: HARBRIDGE CONSULTING GROUP Service code 11 · EIN 30-0192194 | Actuarial | $24,478 |
FREED MAXICK CPAS PC1+ years Service code 10 · EIN 45-4051133 | Accounting | $8,800 |
NIXON PEABODY LLP1+ years Service code 29 · EIN 16-0764720 | Legal | $2,620 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | -0.49% | 4.08%-4.6pp | 3.97%-4.5pp | 11.88%-12.4pp |
| Employer contribution / active EE | $0 | $19,692-100.0% | $28,168-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |