Filed August 6, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Service code 99 | Other Fees | $11,250 |
LPL FINANCIAL1+ years Service code 99 · EIN 04-3046611 | Other Fees | $8,000 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530413 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,041 | $37,117-13.7% | $147,618-78.3% | $55,191-41.9% |
| Participation rate | 33.5% | 63.6%-30.1pp | 84.6%-51.1pp | 69.2%-35.7pp |
| Annual return | 0.51% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $393 | $1,620-75.8% | $5,565-92.9% | $1,899-79.3% |
| Participant deferral / active EE | $1,369 | $1,985-31.0% | $4,895-72.0% | $3,046-55.1% |
| Admin fee / account holder | $33 | $86-61.1% | $11,612-99.7% | $91-63.3% |