Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $9,576 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 27 | Advisory (Plan) | $5,451 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,245 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,711 | $43,423-15.5% | $78,676-53.3% | $55,167-33.5% |
| Participation rate | 82.8% | 68.0%+14.8pp | 73.6%+9.3pp | 69.0%+13.8pp |
| Annual return | 8.17% | 11.53%-3.4pp | 62.19%-54.0pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,223 | $1,997+11.3% | $2,850-22.0% | $1,963+13.3% |
| Participant deferral / active EE | $1,491 | $2,509-40.6% | $3,517-57.6% | $3,054-51.2% |
| Admin fee / account holder | $23 | $416-94.5% | $4,510-99.5% | $504-95.5% |