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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,617 |
ROCKLAND TRUST5 years Service code 27 2036 WASHINGTON ST · HANOVER, MA 02339 | Advisory (Plan) | $12,872 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,461 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,845 | $80,674-80.4% | $119,126-86.7% | $64,340-75.4% |
| Participation rate | 87.1% | 55.2%+31.9pp | 75.8%+11.4pp | 55.2%+31.9pp |
| Annual return | 16.75% | 26.86%-10.1pp | 282.11%-265.4pp | 24.14%-7.4pp |
| Employer contribution / active EE | $4,976 | $2,564+94.1% | $4,034+23.4% | $1,862+167.3% |
| Participant deferral / active EE | $206 | $3,053-93.3% | $5,318-96.1% | $2,980-93.1% |
| Admin fee / account holder | $158 | $4,559-96.5% | $10,693-98.5% | $3,703-95.7% |