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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 17 · EIN 95-2834236 | Pension Consulting | $20,000 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $13,568 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,758 | $36,916-73.6% | $156,551-93.8% | $57,658-83.1% |
| Participation rate | 79.7% | 63.4%+16.2pp | 84.0%-4.4pp | 70.2%+9.4pp |
| Annual return | 12.14% | 12.38%-0.2pp | 32.23%-20.1pp | 5.13%+7.0pp |
| Employer contribution / active EE | $617 | $1,571-60.7% | $5,501-88.8% | $1,974-68.8% |
| Participant deferral / active EE | $962 | $1,926-50.1% | $4,871-80.3% | $3,061-68.6% |
| Admin fee / account holder | $69 | $82-16.6% | $13,028-99.5% | $95-27.2% |