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| Provider | Service type | Compensation |
|---|---|---|
DAILY ACCESS CORPORATION1+ years Filed as: DAILY ACCESS Service code 15 · EIN 63-1156117 | Recordkeeping | $14,140 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 15 · EIN 04-2530412 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Recordkeeping | $13,432 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 51 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Investment Mgmt Fees | $13,331 |
MARK NARDELLA1+ years Filed as: MARK HARRINGTON Service code 99 86 BRIAN RD · HANOVER, MA 02339 | Other Fees | $6,000 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,499 | $39,458-78.5% | $60,547-86.0% | $55,191-84.6% |
| Participation rate | 92.0% | 59.6%+32.4pp | 68.0%+24.0pp | 69.2%+22.8pp |
| Annual return | -3.05% | 3.35%-6.4pp | 335.64%-338.7pp | 10.78%-13.8pp |
| Employer contribution / active EE | $431 | $1,210-64.4% | $2,419-82.2% | $1,899-77.3% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $119 | $95+25.3% | $4,536-97.4% | $91+31.4% |