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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,782 |
DONELAN'S SUPERMARKET1+ years Service code 99 PO BOX 98 · LITTLETON, MA 01460 | Other Fees | $10,800 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 | Contract Administrator | $8,014 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $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 | $51,016 | $39,245+30.0% | $64,105-20.4% | $52,331-2.5% |
| Participation rate | 68.1% | 58.2%+9.9pp | 68.2%-0.1pp | 68.1%0pp |
| Annual return | 4.06% | 14.79%-10.7pp | 791.24%-787.2pp | 4.54%-0.5pp |
| Employer contribution / active EE | $258 | $736-65.0% | $1,820-85.8% | $1,882-86.3% |
| Participant deferral / active EE | $1,992 | $1,9920% | $2,822-29.4% | $3,022-34.1% |
| Admin fee / account holder | $280 | $592-52.7% | $4,499-93.8% | $592-52.6% |