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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $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% | -11.20%-7.3pp | 10.22%-28.7pp | -5.25%-13.3pp |
| Employer contribution / active EE | $19,562 | $17,775+10.1% | $51,198-61.8% | $15,161+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% |