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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,101 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,798 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $9,089 |
Filed as: THE ANGELL PENSION GROUP INC. Service code 49 · EIN 04-2530412 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,678 | $299,959-86.4% | $185,823-78.1% | - |
| Participation rate | 72.7% | 61.2%+11.5pp | 81.7%-9.0pp | - |
| Annual return | 15.44% | 9.80%+5.6pp | 122.05%-106.6pp | - |
| Employer contribution / active EE | $948 | $1,731-45.2% | $5,167-81.7% | - |
| Participant deferral / active EE | $1,535 | $2,385-35.7% | $5,568-72.4% | - |
| Admin fee / account holder | $100 | $47,864-99.8% | $16,237-99.4% | - |