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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL CORPORATION4+ years Service code 27 300 LEDGEWOOD PL STE 101 · ROCKLAND, MA 02370 | Advisory (Plan) | $6,375 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $3,770 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,553 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,790 | $85,202-35.7% | $172,739-68.3% | $72,985-24.9% |
| Participation rate | 83.8% | 70.1%+13.7pp | 82.6%+1.1pp | 69.5%+14.3pp |
| Annual return | 7.20% | 27.32%-20.1pp | 802.84%-795.6pp | 81.00%-73.8pp |
| Employer contribution / active EE | $365 | $3,324-89.0% | $5,143-92.9% | $2,440-85.0% |
| Participant deferral / active EE | $2,876 | $3,260-11.8% | $5,198-44.7% | $3,607-20.3% |
| Admin fee / account holder | $82 | $5,884-98.6% | $13,954-99.4% | $5,124-98.4% |