Filed January 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BPAS7 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $153,128 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 12 · EIN 06-1050034 | Claims processing | $97,812 |
FREED MAXICK CPAS PC8+ years Service code 10 · EIN 45-4051133 | Accounting | $30,700 |
Filed as: WESTMINISTER CONSULTING, LLC Service code 21 · EIN 45-3679779 | Bank Trustee | $30,000 |
NIXON PEABODY LLP2 years Filed as: NIXON PEABODY, LLP Service code 29 · EIN 16-0764720 | Legal | $19,758 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 15.9%-15.9pp | 12.4%-12.4pp |
| Annual return | -10.62% | 8.88%-19.5pp | 9.36%-20.0pp | 9.89%-20.5pp |
| Employer contribution / active EE | $0 | $15,976-100.0% | $31,270-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |