Filed August 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANGELL PENSION COMPANY Service code 49 | Other Services | $21,141 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,721 | $53,204-57.3% | $155,556-85.4% | $200,096-88.6% |
| Participation rate | 41.7% | 64.1%-22.4pp | 78.2%-36.6pp | 72.0%-30.4pp |
| Annual return | 15.82% | 41.02%-25.2pp | 64.84%-49.0pp | 34.26%-18.4pp |
| Employer contribution / active EE | $6 | $1,850-99.7% | $4,675-99.9% | $3,038-99.8% |
| Participant deferral / active EE | $1,687 | $3,163-46.7% | $5,631-70.0% | $5,090-66.9% |
| Admin fee / account holder | $88 | $186-52.6% | $15,885-99.4% | $269-67.3% |