Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANGELL PENSION GROUP, INC Service code 10 · EIN 04-2530412 | Accounting | $7,244 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,262 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,367 | $84,948-3.0% | $70,492+16.8% | $73,415+12.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 4.45% | 13.39%-8.9pp | 109.16%-104.7pp | 59.30%-54.8pp |
| Employer contribution / active EE | $10,948 | $2,834+286.3% | $2,738+299.8% | $2,234+390.1% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,711-100.0% | $3,806-100.0% |
| Admin fee / account holder | $9 | $98-90.4% | $3,848-99.8% | $158-94.1% |