Filed February 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $7,261 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 99 · EIN 35-2552359 | Other Fees | $7,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,118 | $42,917+175.2% | $60,899+94.0% | $68,495+72.4% |
| Participation rate | 82.4% | 66.8%+15.6pp | 73.1%+9.3pp | 67.9%+14.5pp |
| Annual return | -9.59% | -13.99%+4.4pp | 16.92%-26.5pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,877 | $1,979-5.1% | $2,702-30.5% | $2,596-27.7% |
| Participant deferral / active EE | $4,579 | $2,867+59.7% | $3,817+20.0% | $4,028+13.7% |
| Admin fee / account holder | $64 | $3,102-97.9% | $3,225-98.0% | $5,403-98.8% |