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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $164,025 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 · EIN 22-3189064 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Advisory (Plan) | $30,000 |
PKF O'CONNOR DAVIES, LLP2+ years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $21,600 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $20,329 |
DAVIS WRIGHT TREMAINE2+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 1740 BROADWAY #3 · NEW YORK, NY 10019 | Legal | $7,789 |
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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 | $268,458-100.0% | $264,156-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.9%-50.9pp | 45.6%-45.6pp | 45.6%-45.6pp |
| Annual return | 4.84% | 4.72%+0.1pp | 4.74%+0.1pp | 4.16%+0.7pp |
| Employer contribution / active EE | $0 | $48,881-100.0% | $46,220-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $12,218-100.0% | $12,050-100.0% | $21,465-100.0% |