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| 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 | $55,470-17.8% | $155,556-70.7% | $74,478-38.8% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 12.21% | 269.80%-257.6pp | 64.84%-52.6pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $1,563 | $2,267-31.1% | $4,675-66.6% | $2,626-40.5% |
| Participant deferral / active EE | $1,493 | $2,838-47.4% | $5,631-73.5% | $4,350-65.7% |
| Admin fee / account holder | $5 | $1,744-99.7% | $15,885-100.0% | $1,946-99.7% |