Filed January 17, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
1ST DISCOUNT BROKERAGE INC10+ years Service code 55 · EIN 65-0592899 8927 HYPOLUXO RD STE A5 · LAKE WORTH, FL 33467 | Other Commissions | $17,139 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,729 | $29,525+102.3% | $56,033+6.6% | $77,736-23.2% |
| Participation rate | 17.7% | 32.7%-15.0pp | 52.5%-34.8pp | 70.6%-52.9pp |
| Annual return | 12.06% | 18.90%-6.8pp | 1711.38%-1699.3pp | 31.26%-19.2pp |
| Employer contribution / active EE | $153 | $569-73.1% | $1,041-85.3% | $2,728-94.4% |
| Participant deferral / active EE | $734 | $1,062-30.8% | $1,954-62.4% | $4,651-84.2% |
| Admin fee / account holder | $84 | $1,040-92.0% | $2,827-97.0% | $433-80.7% |