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 15 · EIN 04-2530412 | Recordkeeping | $2,670 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$76,551 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,237 | $79,151+19.1% | $60,919+54.7% | $64,829+45.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -14.44% | -7.12%-7.3pp | 16.98%-31.4pp | 32.85%-47.3pp |
| Employer contribution / active EE | $11,667 | $3,052+282.2% | $2,704+331.5% | $2,507+365.3% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,312-100.0% |
| Admin fee / account holder | -$30 | $106-128.8% | $3,226-100.9% | $188-116.2% |