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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,694 |
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $15,000 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $7,950 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,231 | $73,397+25.7% | $178,014-48.2% | $74,546+23.7% |
| Participation rate | 99.5% | 66.6%+32.9pp | 77.1%+22.4pp | 67.2%+32.3pp |
| Annual return | 9.91% | 17.49%-7.6pp | 294.80%-284.9pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $3,110 | $2,217+40.3% | $3,950-21.3% | $2,624+18.5% |
| Participant deferral / active EE | $5,920 | $4,512+31.2% | $6,276-5.7% | $4,347+36.2% |
| Admin fee / account holder | $202 | $1,809-88.9% | $10,362-98.1% | $1,944-89.6% |