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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,071 |
FIRST NATIONAL CORPORATION2+ years Service code 27 300 LEDGEWOOD PL STE 101 · ROCKLAND, MA 02370 | Advisory (Plan) | $16,500 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $9,395 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $0 |
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 | $49,135 | $55,453-11.4% | $170,435-71.2% | $62,293-21.1% |
| Participation rate | 93.2% | 66.4%+26.8pp | 83.6%+9.6pp | 69.5%+23.6pp |
| Annual return | 13.94% | 21.38%-7.4pp | 205.94%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $2,721 | $2,164+25.7% | $5,432-49.9% | $2,042+33.2% |
| Participant deferral / active EE | $5,373 | $2,303+133.3% | $4,939+8.8% | $3,169+69.5% |
| Admin fee / account holder | $99 | $455-78.2% | $13,881-99.3% | $479-79.3% |