Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.8+ years Service code 11 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $165,469 |
DAVIS WRIGHT TREMAINE8+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 1740 BROADWAY #3 · NEW YORK, NY 10019 | Legal | $34,006 |
PKF O'CONNOR DAVIES, LLP8+ years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $26,500 |
PORTFOLIO EVALUATIONS, INC.8+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Advisory (Plan) | $24,375 |
COMERICA BANK8+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $16,433 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 109 INTERNATIONAL DRIVE · FRANKLIN, TN 37067 | Advisory (Plan) | $16,250 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | -18.52% | -11.21%-7.3pp | 10.22%-28.7pp | -5.25%-13.3pp |
| Employer contribution / active EE | $19,562 | $17,775+10.1% | $51,215-61.8% | $15,166+29.0% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |