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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 | $83,369-81.0% | $105,223-84.9% | $67,986-76.7% |
| Participation rate | 87.1% | 56.3%+30.9pp | 75.0%+12.1pp | 57.2%+29.9pp |
| Annual return | 16.75% | 24.64%-7.9pp | 180.65%-163.9pp | 31.67%-14.9pp |
| Employer contribution / active EE | $4,976 | $2,541+95.9% | $3,689+34.9% | $2,019+146.5% |
| Participant deferral / active EE | $206 | $3,295-93.8% | $5,072-95.9% | $3,358-93.9% |
| Admin fee / account holder | $158 | $4,073-96.1% | $8,859-98.2% | $3,203-95.1% |