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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEUTSCHE BANK Service code 27 60 WALL STREET · NEW YORK, NY 10005 | Advisory (Plan) | $100,756 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 · EIN 04-2530412 | Actuarial | $30,850 |
RELIANCE TRUST COMPANY2+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $10,039 |
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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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 1.61% | 0.80%+0.8pp | 5.44%-3.8pp | 4.16%-2.5pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |