Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,499-4.9% | $147,005-34.3% | $74,546+29.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.35% | 8732.34%-8719.0pp | 418.76%-405.4pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $2,218 | $3,811-41.8% | $4,934-55.1% | $2,624-15.5% |
| Participant deferral / active EE | $4,237 | $7,304-42.0% | $8,070-47.5% | $4,347-2.6% |
| Admin fee / account holder | $55 | $1,748-96.8% | $13,006-99.6% | $1,944-97.2% |