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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $16,349 |
MMLIS2 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $4,102 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,574 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON BENEFITS INC Service code 13 5 CHERRY HILL DR STE L120 · DANVERS, MA 01923 | Contract Administrator | $658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,307 | $54,679-39.1% | $76,119-56.2% | $74,459-55.3% |
| Participation rate | 36.4% | 60.3%-24.0pp | 69.1%-32.7pp | 67.2%-30.9pp |
| Annual return | 18.74% | 31.90%-13.2pp | 361.25%-342.5pp | 1369.70%-1351.0pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,061 | $3,072-65.5% | $4,259-75.1% | $4,350-75.6% |
| Admin fee / account holder | $177 | $2,238-92.1% | $6,421-97.2% | $1,945-90.9% |