Filed August 6, 2015 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 99 · EIN 43-1947695 | Other Fees | $18,500 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 04-2630450 | Other Fees | $18,000 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 | Other Fees | $2,340 |
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 | $20,474 | $37,196-45.0% | $154,114-86.7% | $55,725-63.3% |
| Participation rate | 74.8% | 64.1%+10.7pp | 83.0%-8.3pp | 70.9%+3.9pp |
| Annual return | -5.20% | 1319.68%-1324.9pp | 735.16%-740.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $569 | $1,614-64.7% | $5,298-89.3% | $2,078-72.6% |
| Participant deferral / active EE | $2,269 | $2,068+9.7% | $5,081-55.3% | $3,356-32.4% |
| Admin fee / account holder | $76 | $102-25.1% | $13,411-99.4% | $115-34.0% |