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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $5,308 |
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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,937 | $82,678-4.5% | $125,391-37.0% | $68,490+15.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.31% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,341 | $3,382-30.8% | $4,816-51.4% | $2,597-9.8% |
| Participant deferral / active EE | $5,231 | $6,111-14.4% | $7,448-29.8% | $4,028+29.9% |
| Admin fee / account holder | $28 | $6,277-99.6% | $10,009-99.7% | $5,403-99.5% |