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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $20,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,150 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 | Contract Administrator | $6,988 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $750 |
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 | $62,582 | $78,425-20.2% | $95,956-34.8% | $79,858-21.6% |
| Participation rate | 95.8% | 73.5%+22.3pp | 77.1%+18.8pp | 69.6%+26.2pp |
| Annual return | 15.62% | 19.37%-3.7pp | 91.63%-76.0pp | 31.72%-16.1pp |
| Employer contribution / active EE | $983 | $1,945-49.5% | $2,541-61.3% | $2,471-60.2% |
| Participant deferral / active EE | $4,053 | $3,440+17.8% | $4,167-2.7% | $3,740+8.4% |
| Admin fee / account holder | $273 | $5,622-95.1% | $6,797-96.0% | $5,306-94.9% |