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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL CORPORATION7+ years Service code 27 300 LEDGEWOOD PL · ROCKLAND, MA 02370 | Advisory (Plan) | $14,850 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,430 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $6,334 |
RENASANT BANK1 year Service code 21 209 TROY ST · TUPLEO, MS 38802 | Bank Trustee | $1,015 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $156 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,743 | $73,848-40.8% | $143,799-69.6% | $68,486-36.1% |
| Participation rate | 80.2% | 66.7%+13.6pp | 80.3%-0.1pp | 67.9%+12.4pp |
| Annual return | -16.17% | 0.91%-17.1pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,572 | $3,184-19.2% | $4,952-48.1% | $2,597-1.0% |
| Participant deferral / active EE | $5,330 | $3,385+57.5% | $5,638-5.5% | $4,028+32.3% |
| Admin fee / account holder | $172 | $5,755-97.0% | $14,677-98.8% | $5,404-96.8% |