Filed May 2, 2011
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.2+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $765 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $225 |
Filed as: MSI FINANCIAL SERVICES, INC. Service code 55 200 CLARENDON ST STE 19 · BOSTON, MA 02116 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,476 | $46,732-7.0% | $156,551-72.2% | $55,167-21.2% |
| Participation rate | 40.6% | 65.8%-25.2pp | 84.0%-43.4pp | 69.0%-28.4pp |
| Annual return | 7.49% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,125 | $2,204-3.6% | $4,871-56.4% | $3,054-30.4% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |