Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,398 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 16 · EIN 04-2530412 | Consulting | $3,184 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$43,641 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,155 | $91,680+32.1% | $67,524+79.4% | $77,692+55.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 15.88% | 14.87%+1.0pp | 3519.41%-3503.5pp | 31.25%-15.4pp |
| Employer contribution / active EE | $11,901 | $3,186+273.5% | $2,734+335.3% | $2,726+336.5% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $4,001-100.0% | $4,648-100.0% |
| Admin fee / account holder | -$34 | $176-119.4% | $4,001-100.9% | $431-108.0% |