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 | $60,735 |
BPAS5 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $46,012 |
Filed as: WESTMINSTER CONSULTING, LLC. Service code 21 · EIN 45-3679779 | Bank Trustee | $22,500 |
FREED MAXICK CPAS PC6+ years Service code 10 · EIN 45-4051133 | Accounting | $10,700 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 20.18% | 12.41%+7.8pp | 11.31%+8.9pp | 18.34%+1.8pp |
| Employer contribution / active EE | $0 | $18,122-100.0% | $35,729-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |