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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,600 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $11,753 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 34-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,498 | $55,446-48.6% | $155,574-81.7% | $74,429-61.7% |
| Participation rate | 85.3% | 61.9%+23.4pp | 78.2%+7.1pp | 67.2%+18.1pp |
| Annual return | 19.05% | 269.20%-250.1pp | 64.87%-45.8pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $640 | $2,266-71.8% | $4,676-86.3% | $2,625-75.6% |
| Participant deferral / active EE | $3,460 | $2,836+22.0% | $5,629-38.5% | $4,348-20.4% |
| Admin fee / account holder | $88 | $1,743-95.0% | $15,914-99.4% | $1,944-95.5% |