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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 17 · EIN 95-2834236 | Pension Consulting | $20,000 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $19,006 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,609 |
CITRIN COOPERMAN1 year Filed as: CITRIN & COOPERMAN Service code 10 · EIN 22-2428965 | Accounting | $7,000 |
LGC&D LLP3+ years Service code 10 · EIN 45-3994797 | Accounting | $6,038 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
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 | $10,392 | $46,173-77.5% | $170,435-93.9% | $69,631-85.1% |
| Participation rate | 87.2% | 63.9%+23.3pp | 83.6%+3.6pp | 70.7%+16.6pp |
| Annual return | 16.11% | 21.62%-5.5pp | 205.94%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $530 | $1,610-67.1% | $5,432-90.2% | $2,032-73.9% |
| Participant deferral / active EE | $1,229 | $2,080-40.9% | $4,939-75.1% | $3,224-61.9% |
| Admin fee / account holder | $79 | $116-32.2% | $13,881-99.4% | $110-28.9% |