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| Provider | Service type | Compensation |
|---|---|---|
ALPHA PENSION GROUP, INC.4 years Filed as: ALPHA PENSION GROUP INC. Service code 27 70 WESTVIEW STREET · LEXINGTON, MA 02421 | Advisory (Plan) | $40,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,542 |
Service code 13 | Contract Administrator | $10,000 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,100 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,886 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,780 | $69,362+100.1% | $101,248+37.1% | $73,488+88.8% |
| Participation rate | 98.5% | 68.4%+30.2pp | 75.8%+22.7pp | 70.7%+27.9pp |
| Annual return | 14.52% | 18.46%-3.9pp | 46.47%-31.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,367 | $2,628-9.9% | $3,660-35.3% | $2,270+4.3% |
| Participant deferral / active EE | $10,639 | $3,300+222.4% | $4,370+143.5% | $3,740+184.5% |
| Admin fee / account holder | $310 | $704-55.9% | $5,945-94.8% | $513-39.6% |