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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,225 |
SULLIVAN BILLE PC1 year Service code 10 600 CLARK RD 4TH FLOOR · TEWKSBURY, MA 01876 | Accounting | $13,000 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 | Contract Administrator | $7,876 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,970 | $42,546+22.1% | $71,796-27.6% | $55,167-5.8% |
| Participation rate | 67.8% | 59.1%+8.6pp | 69.1%-1.4pp | 69.0%-1.2pp |
| Annual return | 6.37% | 12.36%-6.0pp | 78.04%-71.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $266 | $803-66.9% | $1,924-86.2% | $1,963-86.5% |
| Participant deferral / active EE | $1,810 | $2,064-12.3% | $2,794-35.2% | $3,054-40.7% |
| Admin fee / account holder | $244 | $650-62.4% | $4,815-94.9% | $504-51.5% |