Filed November 21, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC2+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $6,825 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $5,598 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,402 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP Service code 49 | Other Services | $2,575 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,401 | $56,640-2.2% | $78,002-29.0% | $55,167+0.4% |
| Participation rate | 95.8% | 73.3%+22.5pp | 75.5%+20.3pp | 69.0%+26.8pp |
| Annual return | 8.55% | 2868.48%-2859.9pp | 425.99%-417.4pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,316 | $1,724-23.6% | $2,470-46.7% | $1,963-32.9% |
| Participant deferral / active EE | $3,773 | $2,778+35.8% | $3,497+7.9% | $3,054+23.5% |
| Admin fee / account holder | $25 | $467-94.5% | $5,481-99.5% | $504-95.0% |