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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,128 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $8,793 |
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 | $75,221 | $62,132+21.1% | $185,861-59.5% | $73,497+2.3% |
| Participation rate | 98.5% | 67.8%+30.7pp | 78.0%+20.4pp | 70.7%+27.8pp |
| Annual return | 7.59% | 20.44%-12.8pp | 35.96%-28.4pp | 28.51%-20.9pp |
| Employer contribution / active EE | $2,420 | $1,681+43.9% | $4,088-40.8% | $2,270+6.6% |
| Participant deferral / active EE | $4,973 | $3,711+34.0% | $5,634-11.7% | $3,740+33.0% |
| Admin fee / account holder | $105 | $419-74.9% | $9,503-98.9% | $513-79.5% |