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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 | $36,000 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 | Contract Administrator | $8,650 |
SULLIVAN BILLE PC2 years Service code 10 600 CLARK RD 4TH FLOOR · TEWKSBURY, MA 01876 | Accounting | $7,400 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,550 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,212 | $51,466+3.4% | $78,778-32.5% | $62,293-14.6% |
| Participation rate | 70.2% | 59.8%+10.4pp | 69.2%+1.0pp | 69.5%+0.7pp |
| Annual return | 12.57% | 19.96%-7.4pp | 35.62%-23.1pp | 28.90%-16.3pp |
| Employer contribution / active EE | $33 | $827-96.0% | $1,986-98.3% | $2,042-98.4% |
| Participant deferral / active EE | $1,809 | $2,147-15.7% | $2,958-38.8% | $3,169-42.9% |
| Admin fee / account holder | $245 | $489-50.0% | $5,134-95.2% | $479-48.9% |