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 | $108,692 |
BPAS2 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $59,113 |
FREED MAXICK CPAS PC3+ years Service code 10 · EIN 45-4051133 | Accounting | $9,800 |
NIXON PEABODY LLP3+ 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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | 2.98% | -0.95%+3.9pp | -0.67%+3.6pp | -0.69%+3.7pp |
| Employer contribution / active EE | $0 | $18,555-100.0% | $31,731-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |