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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02809 | Other Services | $4,046 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,083 | $50,199+25.7% | $69,884-9.7% | $66,938-5.8% |
| Participation rate | 41.3% | 66.3%-25.0pp | 70.5%-29.1pp | 69.8%-28.5pp |
| Annual return | -16.86% | -13.85%-3.0pp | 190.81%-207.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,375 | $1,864-26.2% | $2,560-46.3% | $2,545-46.0% |
| Participant deferral / active EE | $2,655 | $3,112-14.7% | $3,848-31.0% | $4,238-37.4% |
| Admin fee / account holder | $73 | $600-87.9% | $6,266-98.8% | $594-87.8% |