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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS FNCL SVC Service code 99 · EIN 11-3018002 | Other Fees | $14,909 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 | Contract Administrator | $1,254 |
Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,269 | $51,223-62.4% | $82,763-76.7% | $66,949-71.2% |
| Participation rate | 72.8% | 67.9%+4.9pp | 72.6%+0.2pp | 69.8%+3.0pp |
| Annual return | -11.16% | -9.85%-1.3pp | 702.45%-713.6pp | 1.57%-12.7pp |
| Employer contribution / active EE | $2,508 | $2,611-3.9% | $3,008-16.6% | $2,545-1.5% |
| Participant deferral / active EE | $1,227 | $3,460-64.5% | $4,395-72.1% | $4,239-71.0% |
| Admin fee / account holder | $2 | $415-99.6% | $5,325-100.0% | $594-99.7% |