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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.3+ years Service code 11 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $151,796 |
PORTFOLIO EVALUATIONS, INC.3+ 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, LLP3+ years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $22,300 |
COMERICA BANK3+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $21,476 |
DAVIS WRIGHT TREMAINE3+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 1740 BROADWAY #3 · NEW YORK, NY 10019 | Legal | $6,107 |
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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 | $321,431-100.0% | $308,850-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 52.9%-52.9pp | 48.5%-48.5pp | 45.9%-45.9pp |
| Annual return | 12.41% | 14.95%-2.5pp | 14.41%-2.0pp | 10.21%+2.2pp |
| Employer contribution / active EE | $0 | $48,159-100.0% | $45,283-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $8,071-100.0% | $9,941-100.0% | $13,518-100.0% |