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: THE ANGELL PENSION GROUP, INC Service code 15 · EIN 04-2530412 | Recordkeeping | $2,036 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$25,623 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,982 | $83,884+26.3% | $64,110+65.3% | $74,478+42.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 12.40% | 16.57%-4.2pp | 33.75%-21.4pp | 34.37%-22.0pp |
| Employer contribution / active EE | $11,804 | $3,084+282.8% | $2,751+329.1% | $2,637+347.7% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,883-100.0% | $4,530-100.0% |
| Admin fee / account holder | -$19 | $196-109.9% | $3,071-100.6% | $347-105.6% |