Filed April 22, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK1 year Service code 21 · EIN 66-0259436 | Bank Trustee | $126,584 |
FERRAIUOLI LLC1 year Filed as: FERRAIUOLI, LLC Service code 29 · EIN 66-0628896 | Legal | $44,328 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $30,014 |
CURCIO WEBB1 year Service code 17 · EIN 36-4171366 | Pension Consulting | $16,000 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $9,375 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $5,061 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 8.50% | 8.05%+0.4pp | 6.70%+1.8pp | 9.30%-0.8pp |
| Employer contribution / active EE | $0 | $10,660-100.0% | $25,217-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |