Filed December 27, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.6 years Filed as: PORTFOLIO EVALUATIONS Service code 13 · EIN 22-3189064 | Contract Administrator | $62,854 |
CSB ASSOCIATES7+ years Service code 11 · EIN 46-0515009 | Actuarial | $41,900 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,801 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 10.05% | 11.11%-1.1pp | 8.95%+1.1pp | 11.84%-1.8pp |
| Employer contribution / active EE | $0 | $19,861-100.0% | $46,559-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |