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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP INC. Service code 13 · EIN 04-2530412 | Contract Administrator | $48,911 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,000 |
SPRINKLER FITTERS AND APPRENTICES10+ years Service code 99 · EIN 04-1859910 | Other Fees | $34,000 |
Filed as: GOULET, SALVIDIO ASSOCIATES, PC Service code 10 · EIN 04-2623065 | Accounting | $23,000 |
EM PRINTING1 year Filed as: PRINTING UNLIMITED Service code 99 63 PLYMOUTH STREET · HOLBROOK, MA 02343 | Other Fees | $5,402 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,044 | $65,960+247.2% | $81,882+179.7% | $77,762+194.5% |
| Participation rate | 89.5% | 65.8%+23.7pp | 72.4%+17.1pp | 70.6%+18.9pp |
| Annual return | 15.31% | 26.64%-11.3pp | 779.47%-764.2pp | 31.27%-16.0pp |
| Employer contribution / active EE | $17,743 | $2,375+647.1% | $2,916+508.5% | $2,728+550.4% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $418 | $526-20.6% | $7,360-94.3% | $433-3.5% |