Filed June 23, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $16,157 |
Service code 99 · EIN 71-0294708 | Other Fees | $14,359 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL LLC Service code 99 · EIN 06-1517948 | Other Fees | $6,034 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,647 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,066 | $46,688-44.2% | $189,758-86.3% | $69,733-62.6% |
| Participation rate | 78.2% | 61.7%+16.5pp | 79.8%-1.6pp | 62.5%+15.8pp |
| Annual return | 10.33% | 14.35%-4.0pp | 52.62%-42.3pp | 15.22%-4.9pp |
| Employer contribution / active EE | $283 | $1,695-83.3% | $4,767-94.1% | $2,250-87.4% |
| Participant deferral / active EE | $1,972 | $2,143-7.9% | $5,856-66.3% | $3,054-35.4% |
| Admin fee / account holder | $86 | $1,700-95.0% | $20,388-99.6% | $3,102-97.2% |