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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW CENTURY INVESTMENT MGMT, LLC Service code 16 · EIN 20-1232890 | Consulting | $7,523 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $6,343 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 16 · EIN 04-2530412 | Consulting | $5,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,828 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,419 | $65,125+66.5% | $143,797-24.6% | $66,949+61.9% |
| Participation rate | 97.7% | 65.2%+32.5pp | 80.3%+17.4pp | 69.8%+27.9pp |
| Annual return | -17.78% | -11.13%-6.6pp | -0.04%-17.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $4,841 | $2,362+104.9% | $4,952-2.2% | $2,545+90.2% |
| Participant deferral / active EE | $7,057 | $2,920+141.7% | $5,638+25.2% | $4,239+66.5% |
| Admin fee / account holder | $98 | $503-80.4% | $14,679-99.3% | $594-83.4% |