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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.7+ years Service code 11 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $49,153 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 73-1521483 | Bank Trustee | $14,579 |
Filed as: RAYMON JAMES FINANCIAL SERVICES Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $12,500 |
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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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 11.55% | 4.93%+6.6pp | 7.32%+4.2pp | 9.30%+2.2pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |