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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,137 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,503 | $70,430+146.3% | $96,572+79.7% | $85,851+102.1% |
| Participation rate | 69.5% | 61.8%+7.7pp | 69.8%-0.3pp | 69.3%+0.2pp |
| Annual return | 15.89% | 18.58%-2.7pp | 37.79%-21.9pp | 318.63%-302.7pp |
| Employer contribution / active EE | $2,266 | $1,413+60.3% | $2,357-3.9% | $2,565-11.7% |
| Participant deferral / active EE | $4,621 | $2,894+59.6% | $3,850+20.0% | $3,952+16.9% |
| Admin fee / account holder | $447 | $4,996-91.1% | $6,183-92.8% | $6,261-92.9% |