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| Provider | Service type | Compensation |
|---|---|---|
NYLINK INSURANCE AGENCY INC10+ years Filed as: NYLINK INSURANCE AGENCY, INC. Service code 53 | Insurance Commissions | $33,157 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: ANGELL PENSION GROUP Service code 13 | Contract Administrator | $14,051 |
CARON & BLETZER, PLLC2 years Filed as: CARON BLETZER Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $11,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,418 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $1,200 |
NYLINK INSURANCE AGENCY INC10+ years Service code 55 · EIN 13-3929029 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,503 | $59,467+101.0% | $93,727+27.5% | $74,478+60.5% |
| Participation rate | 69.3% | 59.6%+9.7pp | 68.7%+0.6pp | 67.2%+2.0pp |
| Annual return | 14.81% | 82.14%-67.3pp | 133.83%-119.0pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,293 | $1,267+2.1% | $2,421-46.6% | $2,626-50.8% |
| Participant deferral / active EE | $4,406 | $3,052+44.4% | $4,417-0.3% | $4,350+1.3% |
| Admin fee / account holder | $96 | $3,028-96.8% | $8,292-98.8% | $1,946-95.1% |