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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $5,509 |
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 | $100,821 | $91,474+10.2% | $135,982-25.9% | $71,529+41.0% |
| Participation rate | 98.0% | 75.7%+22.3pp | 81.9%+16.1pp | 67.9%+30.1pp |
| Annual return | 16.04% | 29.89%-13.9pp | 68.32%-52.3pp | 28.97%-12.9pp |
| Employer contribution / active EE | $2,344 | $3,705-36.7% | $4,859-51.8% | $2,590-9.5% |
| Participant deferral / active EE | $4,886 | $7,095-31.1% | $7,760-37.0% | $4,291+13.8% |
| Admin fee / account holder | $64 | $1,267-94.9% | $10,767-99.4% | $1,588-96.0% |