Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANGELL PENSION GROUP Service code 70 · EIN 04-2530412 | Consulting Fees | $6,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,573 | $55,446-17.8% | $155,574-70.7% | $74,429-38.8% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 12.21% | 269.20%-257.0pp | 64.87%-52.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $1,563 | $2,266-31.0% | $4,676-66.6% | $2,625-40.5% |
| Participant deferral / active EE | $1,493 | $2,836-47.4% | $5,629-73.5% | $4,348-65.7% |
| Admin fee / account holder | $5 | $1,743-99.7% | $15,914-100.0% | $1,944-99.7% |