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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $22,295 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,337 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $9,262 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $440 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 49 · EIN 04-2530412 | Other Services | $0 |
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 | $90,880 | $42,772+112.5% | $87,502+3.9% | $55,167+64.7% |
| Participation rate | 93.9% | 66.5%+27.4pp | 73.8%+20.1pp | 69.0%+24.9pp |
| Annual return | 9.33% | 21.20%-11.9pp | 12.21%-2.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $2,065 | $1,277+61.7% | $2,550-19.0% | $1,963+5.2% |
| Participant deferral / active EE | $6,200 | $2,342+164.7% | $3,149+96.9% | $3,054+103.0% |
| Admin fee / account holder | $250 | $461-45.7% | $4,221-94.1% | $504-50.3% |