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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.2+ years Service code 15 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Recordkeeping | $25,049 |
CITIZENS BANK2+ years Service code 21 · EIN 05-6073921 | Bank Trustee | $4,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $6,806 | $63,905-89.3% | $74,184-90.8% | $57,658-88.2% |
| Participation rate | 68.6% | 79.8%-11.1pp | 76.6%-8.0pp | 70.2%-1.6pp |
| Annual return | -0.23% | 60.60%-60.8pp | 17.74%-18.0pp | 5.13%-5.4pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $98 | $91+7.1% | $5,586-98.3% | $95+3.2% |