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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 | $101,653-5.0% | $147,080-34.3% | $74,459+29.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.35% | 8754.98%-8741.6pp | 420.17%-406.8pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $2,218 | $3,813-41.8% | $4,933-55.0% | $2,626-15.5% |
| Participant deferral / active EE | $4,237 | $7,304-42.0% | $8,066-47.5% | $4,350-2.6% |
| Admin fee / account holder | $55 | $1,752-96.8% | $12,989-99.6% | $1,945-97.2% |