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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $40,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,432 |
Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,936 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,500 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,097 | $77,677+91.9% | $109,173+36.6% | $79,391+87.8% |
| Participation rate | 97.7% | 67.8%+29.9pp | 75.9%+21.9pp | 70.7%+27.0pp |
| Annual return | 16.10% | 23.44%-7.3pp | 25.75%-9.7pp | 116.88%-100.8pp |
| Employer contribution / active EE | $2,609 | $2,798-6.7% | $3,723-29.9% | $2,428+7.5% |
| Participant deferral / active EE | $10,446 | $3,517+197.0% | $4,654+124.5% | $4,046+158.2% |
| Admin fee / account holder | $572 | $732-21.9% | $6,755-91.5% | $627-8.6% |