Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP1+ years Filed as: LINSCO/PRIVATE LEDGER Service code 28 · EIN 95-2834236 | Investment Management | $29,926 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $10,125 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | 7.52% | 4.39%+3.1pp | 4.07%+3.4pp | 4.56%+3.0pp |
| Employer contribution / active EE | $3,105 | $12,633-75.4% | $36,235-91.4% | $15,526-80.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |