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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $5,045 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,208 | $104,479-15.6% | $159,474-44.7% | $79,391+11.1% |
| Participation rate | 99.0% | 76.6%+22.4pp | 82.8%+16.2pp | 70.7%+28.3pp |
| Annual return | 13.51% | 67.98%-54.5pp | 263.68%-250.2pp | 116.88%-103.4pp |
| Employer contribution / active EE | $2,116 | $3,417-38.1% | $4,831-56.2% | $2,428-12.8% |
| Participant deferral / active EE | $4,587 | $6,468-29.1% | $7,353-37.6% | $4,046+13.4% |
| Admin fee / account holder | $34 | $711-95.2% | $10,802-99.7% | $627-94.6% |