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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $6,466 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,974 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,559 | $101,672-5.0% | $147,117-34.4% | $74,478+29.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.35% | 8757.83%-8744.5pp | 420.54%-407.2pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $2,218 | $3,813-41.8% | $4,932-55.0% | $2,626-15.5% |
| Participant deferral / active EE | $4,237 | $7,305-42.0% | $8,065-47.5% | $4,350-2.6% |
| Admin fee / account holder | $55 | $1,753-96.9% | $12,993-99.6% | $1,946-97.2% |