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 | $104,389 |
BPAS3 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $54,287 |
FREED MAXICK CPAS PC4+ years Service code 10 · EIN 45-4051133 | Accounting | $10,000 |
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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.
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 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 4.37% | 12.11%-7.7pp | 12.93%-8.6pp | 16.32%-12.0pp |
| Employer contribution / active EE | $0 | $18,276-100.0% | $35,210-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |