Filed April 1, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 52 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Indirect Investment Fees | $59,377 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 99 · EIN 33-0818667 4000 MACARTHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Other Fees | $11,000 |
MP P.C.6 years Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 011444006 | Accounting | $9,000 |
Filed as: THE ANGELL PNSION GROUP, INC. Service code 99 · EIN 04-2530412 88 BOYD AVE. · EAST PROVIDENCE, RI 029141202 | Other Fees | $5,594 |
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 | $136,617 | $83,884+62.9% | $64,101+113.1% | $74,460+83.5% |
| Participation rate | 90.4% | 76.6%+13.7pp | 72.3%+18.0pp | 70.7%+19.6pp |
| Annual return | 14.13% | 16.57%-2.4pp | 33.72%-19.6pp | 34.38%-20.3pp |
| Employer contribution / active EE | $4,045 | $3,084+31.2% | $2,749+47.2% | $2,638+53.3% |
| Participant deferral / active EE | $5,035 | $3,692+36.4% | $3,881+29.7% | $4,530+11.1% |
| Admin fee / account holder | $75 | $196-61.7% | $3,070-97.6% | $348-78.4% |