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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 28 28 THOMAS ST · BELMONT, MA 02478 | Investment Management | $14,114 |
Filed as: ANGELL PENSION GROUP Service code 11 · EIN 95-2834236 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $7,646 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 28 · EIN 71-0294708 | Investment Management | $4,300 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | - | 11.0%-11.0pp |
| Annual return | 7.83% | 8.21%-0.4pp | 6.53%+1.3pp | 8.21%-0.4pp |
| Employer contribution / active EE | $23,294 | $13,841+68.3% | $41,529-43.9% | $13,841+68.3% |
| Participant deferral / active EE | $0 | $62-100.0% | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |