Filed January 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 21 · EIN 16-1290558 | Bank Trustee | $102,555 |
BPAS1 year Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $56,488 |
FREED MAXICK CPAS PC2+ years Service code 10 · EIN 45-4051133 | Accounting | $9,379 |
NIXON PEABODY LLP2+ years Service code 29 · EIN 16-0764720 | Legal | $0 |
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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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 11.64% | 10.88%+0.8pp | 9.39%+2.2pp | 13.95%-2.3pp |
| Employer contribution / active EE | $0 | $18,458-100.0% | $33,466-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |