Filed October 16, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 99 · EIN 20-4751585 | Other Fees | $22,400 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $3,500 |
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 | $136,426 | $67,166+103.1% | $57,357+137.9% | $55,191+147.2% |
| Participation rate | 98.7% | 77.7%+21.0pp | 75.1%+23.6pp | 69.2%+29.5pp |
| Annual return | 2.67% | 4.22%-1.6pp | 24.41%-21.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $6,769 | $2,812+140.7% | $2,689+151.7% | $1,899+256.5% |
| Participant deferral / active EE | $6,136 | $2,835+116.5% | $3,162+94.1% | $3,046+101.4% |
| Admin fee / account holder | $9 | $44-79.7% | $3,357-99.7% | $91-90.3% |