Filed August 6, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ CPAS P.C. Service code 99 · EIN 26-3753134 | Other Fees | $15,251 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $15,000 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 99 · EIN 04-2530412 | Other Fees | $6,135 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,245 | $50,812-40.5% | $155,602-80.6% | $77,692-61.1% |
| Participation rate | 90.8% | 63.1%+27.6pp | 78.2%+12.5pp | 70.6%+20.2pp |
| Annual return | 12.55% | 34.85%-22.3pp | 64.81%-52.3pp | 31.25%-18.7pp |
| Employer contribution / active EE | $873 | $1,989-56.1% | $4,675-81.3% | $2,726-68.0% |
| Participant deferral / active EE | $3,635 | $2,822+28.8% | $5,629-35.4% | $4,648-21.8% |
| Admin fee / account holder | $217 | $436-50.2% | $15,923-98.6% | $431-49.6% |