Filed November 21, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $17,545 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,156 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP Service code 13 | Contract Administrator | $8,021 |
CARON & BLETZER, PLLC4+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $7,300 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $500 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,963 | $58,093-8.8% | $80,022-33.8% | $56,289-5.9% |
| Participation rate | 93.6% | 73.6%+20.0pp | 75.8%+17.8pp | 69.9%+23.8pp |
| Annual return | -6.43% | 34.63%-41.1pp | 11.22%-17.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,434 | $1,933-25.8% | $2,468-41.9% | $2,111-32.1% |
| Participant deferral / active EE | $4,286 | $3,136+36.7% | $3,686+16.3% | $3,350+28.0% |
| Admin fee / account holder | $54 | $623-91.4% | $6,521-99.2% | $521-89.7% |