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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.11+ years Service code 49 · EIN 04-2530412 | Other Services | $14,497 |
CARON & BLETZER, PLLC3 years Filed as: CARON BLETZER Service code 10 · EIN 74-2715820 | Accounting | $11,250 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,224 | $61,058-53.8% | $71,209-60.4% | $85,563-67.0% |
| Participation rate | 58.7% | 58.6%+0.2pp | 73.8%-15.0pp | 66.0%-7.2pp |
| Annual return | 11.54% | 100.41%-88.9pp | 282.51%-271.0pp | 31.51%-20.0pp |
| Employer contribution / active EE | $669 | $2,199-69.6% | $2,721-75.4% | $2,654-74.8% |
| Participant deferral / active EE | $1,534 | $3,173-51.6% | $4,175-63.2% | $4,375-64.9% |
| Admin fee / account holder | $68 | $855-92.0% | $5,349-98.7% | $834-91.8% |