Filed October 27, 2006
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 |
|---|---|---|
Filed as: ANGELL PENSION GROUP, INC. Service code 49 | Other Services | $19,859 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 99 · EIN 71-0294708 | Other Fees | $10,000 |
Service code 99 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,097 | $45,312+282.0% | $86,233+100.7% | $67,986+154.6% |
| Participation rate | 94.8% | 42.4%+52.4pp | 69.0%+25.8pp | 57.2%+37.6pp |
| Annual return | 14.97% | 24.79%-9.8pp | 61.39%-46.4pp | 31.67%-16.7pp |
| Employer contribution / active EE | $5,314 | $1,160+358.3% | $2,504+112.2% | $2,019+163.3% |
| Participant deferral / active EE | $12,039 | $2,185+451.1% | $4,559+164.1% | $3,358+258.5% |
| Admin fee / account holder | $739 | $3,295-77.6% | $8,342-91.1% | $3,203-76.9% |