Filed May 19, 2025 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · E. PROVIDENCE, RI 02914 | Contract Administrator | $12,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,981 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,155 | $79,523-23.1% | $140,019-56.3% | $56,287+8.6% |
| Participation rate | 95.5% | 85.7%+9.8pp | 87.5%+8.0pp | 69.9%+25.6pp |
| Annual return | 63.59% | 2.39%+61.2pp | 651.15%-587.6pp | -9.96%+73.5pp |
| Employer contribution / active EE | $5,074 | $3,350+51.5% | $5,605-9.5% | $2,111+140.3% |
| Participant deferral / active EE | $2,776 | $5,129-45.9% | $6,927-59.9% | $3,350-17.1% |
| Admin fee / account holder | $7 | $614-98.9% | $10,705-99.9% | $521-98.7% |