Filed November 21, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $27,567 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP Service code 13 | Contract Administrator | $12,553 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,460 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $8,150 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,935 | $79,438+10.7% | $106,555-17.5% | $79,391+10.8% |
| Participation rate | 94.8% | 74.2%+20.7pp | 76.1%+18.7pp | 70.7%+24.1pp |
| Annual return | 13.08% | 18.27%-5.2pp | 26.80%-13.7pp | 116.88%-103.8pp |
| Employer contribution / active EE | $1,395 | $2,235-37.6% | $2,819-50.5% | $2,428-42.5% |
| Participant deferral / active EE | $5,976 | $3,824+56.3% | $4,399+35.9% | $4,046+47.7% |
| Admin fee / account holder | $46 | $523-91.2% | $7,408-99.4% | $627-92.6% |