Filed December 27, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.5 years Filed as: PORTFOLIO EVALUATIONS Service code 13 · EIN 22-3189064 | Contract Administrator | $58,352 |
CSB ASSOCIATES6+ years Service code 11 · EIN 46-0515009 | Actuarial | $52,400 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,587 |
Filed as: ANGELL PENSION GROUP INC. Service code 11 · EIN 04-2530412 | Actuarial | $5,000 |
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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.
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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.7%-1.7pp |
| Annual return | 12.64% | 10.61%+2.0pp | 9.52%+3.1pp | 627.08%-614.4pp |
| Employer contribution / active EE | $0 | $21,392-100.0% | $41,951-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |