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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.4+ years Service code 11 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $245,531 |
PORTFOLIO EVALUATIONS, INC.4+ 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, LLP4+ years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $23,000 |
DAVIS WRIGHT TREMAINE4+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 1740 BROADWAY #3 · NEW YORK, NY 10019 | Legal | $19,246 |
COMERICA BANK4+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $18,974 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $7,478 |
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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.
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 | $276,582-100.0% | $1,035,159-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 49.6%-49.6pp | 46.4%-46.4pp |
| Annual return | -8.33% | -68.32%+60.0pp | -61.72%+53.4pp | -82.67%+74.3pp |
| Employer contribution / active EE | $0 | $50,529-100.0% | $47,703-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $5,792-100.0% | $11,204-100.0% |