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.4+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $15,739 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 49 · EIN 04-1590850 | Other Services | $10,380 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,836 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LORD ABBETT2 years Service code 52 · EIN 13-2669319 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INS. CO. Service code 52 | Indirect Investment Fees | $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 | $38,799 | $43,999-11.8% | $79,466-51.2% | $55,725-30.4% |
| Participation rate | 73.0% | 66.9%+6.1pp | 73.3%-0.4pp | 70.9%+2.1pp |
| Annual return | -4.66% | 1.81%-6.5pp | 718.28%-722.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,187 | $1,830+19.5% | $2,800-21.9% | $2,078+5.2% |
| Participant deferral / active EE | $1,677 | $2,538-33.9% | $3,704-54.7% | $3,356-50.0% |
| Admin fee / account holder | $41 | $118-65.4% | $5,104-99.2% | $115-64.7% |