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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, LLC Service code 50 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Direct Payment | $39,408 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $26,968 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 51 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Investment Mgmt Fees | $24,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,169 | $168,231-96.3% | $67,834-90.9% | $63,975-90.4% |
| Participation rate | 44.6% | 66.8%-22.2pp | 68.8%-24.2pp | 71.1%-26.6pp |
| Annual return | 5.91% | 11.76%-5.8pp | 138.47%-132.6pp | 48.65%-42.7pp |
| Employer contribution / active EE | $80 | $1,907-95.8% | $2,403-96.7% | $2,182-96.4% |
| Participant deferral / active EE | $522 | $2,827-81.5% | $3,160-83.5% | $3,356-84.4% |
| Admin fee / account holder | $62 | $81-22.6% | $4,622-98.7% | $70-11.5% |