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| Provider | Service type | Compensation |
|---|---|---|
P-SOLVE3+ years Filed as: P-SOLVE LLC Service code 11 · EIN 04-3513306 | Actuarial | $115,565 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA, INC. Service code 18 · EIN 94-1687665 | Custodial (other than securities) | $72,337 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 14 · EIN 04-2530412 | Plan Administrator | $41,845 |
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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.
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 9.74% | 22.74%-13.0pp | 16.78%-7.0pp | 13.95%-4.2pp |
| Employer contribution / active EE | $18,779 | $16,157+16.2% | $26,328-28.7% | $16,598+13.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |