Filed March 2, 2020 (most recent of 2 filings on file)
Total covered: 227 employees
| Provider | Service type | Compensation |
|---|---|---|
GREERWALKER LLP3 years Filed as: GREERWALKER Service code 10 · EIN 56-1434747 | Accounting | $15,600 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 16 · EIN 04-2530412 | Consulting | $8,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,619 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,610 | $161,802+63.5% | $96,564+174.0% | $96,393+174.5% |
| Participation rate | 97.9% | 92.5%+5.4pp | 76.0%+21.9pp | 71.3%+26.6pp |
| Annual return | 21.62% | 18.41%+3.2pp | 25.89%-4.3pp | 22.88%-1.3pp |
| Employer contribution / active EE | $17,532 | $5,381+225.8% | $2,967+490.9% | $3,239+441.3% |
| Participant deferral / active EE | $8,533 | $8,927-4.4% | $4,852+75.9% | $5,455+56.4% |
| Admin fee / account holder | $8 | $61-87.4% | $8,256-99.9% | $74-89.6% |