Filed October 9, 2019 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,021 |
SOUTH BOSTON1 year Service code 10 · EIN 04-2682152 | Accounting | $17,673 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $15,286 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Services | $14,378 |
Filed as: FIDELITY INVEST INSTIT OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $515 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 | Other Services | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,857 | $55,470+42.2% | $155,556-49.3% | $74,478+5.9% |
| Participation rate | 45.4% | 61.9%-16.5pp | 78.2%-32.8pp | 67.2%-21.8pp |
| Annual return | 15.68% | 269.80%-254.1pp | 64.84%-49.2pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $4 | $2,267-99.8% | $4,675-99.9% | $2,626-99.8% |
| Participant deferral / active EE | $3,237 | $2,838+14.1% | $5,631-42.5% | $4,350-25.6% |
| Admin fee / account holder | $470 | $1,744-73.0% | $15,885-97.0% | $1,946-75.8% |