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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL CORPORATION5+ years Service code 27 300 LEDGEWOOD PL STE 101 · ROCKLAND, MA 02370 | Advisory (Plan) | $15,825 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $7,194 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,700 |
THE ANGELL PENSION GROUP, INC.5+ 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 | $51,737 | $91,179-43.3% | $178,499-71.0% | $79,852-35.2% |
| Participation rate | 92.1% | 69.2%+22.9pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 11.09% | 24.19%-13.1pp | 151.10%-140.0pp | 31.72%-20.6pp |
| Employer contribution / active EE | $865 | $3,256-73.4% | $5,011-82.7% | $2,471-65.0% |
| Participant deferral / active EE | $5,860 | $3,236+81.1% | $5,202+12.6% | $3,740+56.7% |
| Admin fee / account holder | $123 | $6,749-98.2% | $13,986-99.1% | $5,306-97.7% |