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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,256 |
Filed as: GLOBAL RETIREMENT Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,025 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $5,852 |
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 | $83,194 | $70,879+17.4% | $189,597-56.1% | $79,389+4.8% |
| Participation rate | 99.0% | 68.0%+31.1pp | 78.4%+20.6pp | 70.7%+28.3pp |
| Annual return | 12.42% | 20.70%-8.3pp | 64.20%-51.8pp | 116.89%-104.5pp |
| Employer contribution / active EE | $2,600 | $1,806+43.9% | $4,412-41.1% | $2,428+7.1% |
| Participant deferral / active EE | $5,467 | $4,081+34.0% | $6,174-11.5% | $4,046+35.1% |
| Admin fee / account holder | $192 | $647-70.4% | $9,807-98.0% | $626-69.4% |