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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 | $28,988 |
FIRST NATIONAL CORPORATION3+ years Service code 27 300 LEDGEWOOD PL STE 101 · ROCKLAND, MA 02370 | Advisory (Plan) | $18,000 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $9,437 |
THE ANGELL PENSION GROUP, INC.3+ 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 | $42,712 | $47,977-11.0% | $154,108-72.3% | $56,289-24.1% |
| Participation rate | 94.5% | 66.2%+28.3pp | 83.0%+11.5pp | 69.9%+24.6pp |
| Annual return | 8.21% | 3.54%+4.7pp | 735.21%-727.0pp | -9.96%+18.2pp |
| Employer contribution / active EE | $2,630 | $2,169+21.3% | $5,298-50.3% | $2,111+24.6% |
| Participant deferral / active EE | $4,983 | $2,392+108.4% | $5,081-1.9% | $3,350+48.8% |
| Admin fee / account holder | $137 | $438-68.6% | $13,411-99.0% | $521-73.6% |