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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $130,425 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 · EIN 22-3189064 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Advisory (Plan) | $32,750 |
COMERICA BANK1+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $21,456 |
PKF O'CONNOR DAVIES, LLP1+ years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $20,900 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 1740 BROADWAY #3 · NEW YORK, NY 10019 | Legal | $8,513 |
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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 | $261,171-100.0% | $252,559-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 58.0%-58.0pp | 50.9%-50.9pp | 48.7%-48.7pp |
| Annual return | -1.73% | -1.71%0pp | -1.68%0pp | -2.16%+0.4pp |
| Employer contribution / active EE | $0 | $47,449-100.0% | $44,959-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $14,004-100.0% | $12,994-100.0% | $12,572-100.0% |