Filed June 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $39,086 |
ALPHA PENSION GROUP, INC.2 years Filed as: ALPHA PENSION GROUP Service code 26 70 WESTVIEW STREET · LEXINGTON, MA 02421 | Advisory (Participants) | $25,000 |
Filed as: THE ANGELL PENSION GROUP Service code 49 88 BOYD AVENEUE · EAST PROVIDENCE, RI 02914 | Other Services | $17,236 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,626 | $52,293-31.9% | $178,490-80.0% | $73,409-51.5% |
| Participation rate | 84.6% | 65.3%+19.3pp | 81.9%+2.7pp | 72.2%+12.4pp |
| Annual return | 13.70% | 34.75%-21.0pp | 151.07%-137.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,095 | $1,735-36.9% | $5,011-78.1% | $2,234-51.0% |
| Participant deferral / active EE | $2,591 | $2,332+11.1% | $5,202-50.2% | $3,805-31.9% |
| Admin fee / account holder | $197 | $127+54.6% | $13,984-98.6% | $158+24.7% |