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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.5+ years Service code 11 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $197,744 |
PORTFOLIO EVALUATIONS, INC.5+ 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, LLP5+ years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $23,800 |
DAVIS WRIGHT TREMAINE5+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 1740 BROADWAY #3 · NEW YORK, NY 10019 | Legal | $22,545 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $18,774 |
COMERICA BANK5+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $17,774 |
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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 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.3%-47.3pp |
| Annual return | 17.28% | 12.82%+4.5pp | 13.48%+3.8pp | 12.16%+5.1pp |
| Employer contribution / active EE | $0 | $49,622-100.0% | $47,067-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |