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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,536 |
Filed as: ALPHA PENSION GROUP INC. Service code 27 70 WESTVIEW STREET · LEXINGTON, MA 02421 | Advisory (Plan) | $30,000 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Fees | $16,730 |
NEW ENGLAND PENSION CONSULTANTS3+ years Filed as: NEW ENGLAND INVEST & RETIREMENT GRP Service code 27 231 SUTTON ST STE 2A · NORTH ANDOVER, MA 01845 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,590 | $58,726+76.4% | $92,240+12.3% | $62,293+66.3% |
| Participation rate | 87.0% | 68.3%+18.7pp | 76.5%+10.6pp | 69.5%+17.5pp |
| Annual return | 18.35% | 43.62%-25.3pp | 176.29%-157.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,678 | $2,392-29.9% | $3,680-54.4% | $2,042-17.8% |
| Participant deferral / active EE | $7,652 | $2,766+176.7% | $3,897+96.3% | $3,169+141.4% |
| Admin fee / account holder | $484 | $556-13.1% | $5,194-90.7% | $479+0.9% |