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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST CO. Service code 28 · EIN 91-2052098 | Investment Management | $24,914 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,500 |
ADMINISTRATION SERVICES INC.1+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $15,120 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: ANGELL PENSION GROUP Service code 11 · EIN 04-2530412 | Actuarial | $9,418 |
WARD FISHER & COMPANY1+ years Service code 10 · EIN 05-6016572 | Accounting | $7,800 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | -2.20% | 3.12%-5.3pp | 4.16%-6.4pp | 4.56%-6.8pp |
| Employer contribution / active EE | $11,546 | $10,957+5.4% | $29,966-61.5% | $15,526-25.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |