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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $12,044 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $5,523 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $2,327 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,340 | $38,165-38.8% | $189,758-87.7% | $69,255-66.3% |
| Participation rate | 14.0% | 66.7%-52.7pp | 79.8%-65.8pp | 69.0%-55.0pp |
| Annual return | 10.77% | 14.65%-3.9pp | 52.62%-41.8pp | 26.73%-16.0pp |
| Employer contribution / active EE | $197 | $1,589-87.6% | $4,767-95.9% | $2,645-92.6% |
| Participant deferral / active EE | $411 | $2,073-80.2% | $5,856-93.0% | $2,890-85.8% |
| Admin fee / account holder | $48 | $714-93.3% | $20,388-99.8% | $733-93.5% |