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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $12,593 |
LGC&D LLP1+ years Service code 10 · EIN 45-3994797 | Accounting | $11,093 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,228 | $37,117-75.1% | $147,617-93.7% | $55,191-83.3% |
| Participation rate | 88.8% | 63.6%+25.2pp | 84.6%+4.2pp | 69.2%+19.7pp |
| Annual return | 29.18% | 3.44%+25.7pp | 61.98%-32.8pp | 10.78%+18.4pp |
| Employer contribution / active EE | $663 | $1,620-59.1% | $5,564-88.1% | $1,899-65.1% |
| Participant deferral / active EE | $956 | $1,985-51.8% | $4,895-80.5% | $3,046-68.6% |
| Admin fee / account holder | $75 | $86-12.8% | $11,612-99.4% | $91-17.8% |