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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $5,286 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,497 | $68,681+42.0% | $86,615+12.6% | $85,847+13.6% |
| Participation rate | 98.9% | 66.4%+32.6pp | 71.6%+27.3pp | 69.3%+29.6pp |
| Annual return | 10.71% | 20.12%-9.4pp | 63.51%-52.8pp | 318.61%-307.9pp |
| Employer contribution / active EE | $4,561 | $1,880+142.6% | $2,496+82.8% | $2,565+77.8% |
| Participant deferral / active EE | $4,900 | $2,919+67.9% | $3,699+32.5% | $3,952+24.0% |
| Admin fee / account holder | $74 | $5,974-98.8% | $5,830-98.7% | $6,261-98.8% |