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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.2+ years Service code 16 · EIN 04-2530412 | Consulting | $7,342 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $1,200 |
Filed as: PRUDENTIAL INVESTMENTS LLC Service code 72 | Other investment fees and expenses | $0 |
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 | $172,774 | $75,183+129.8% | $123,892+39.5% | $55,167+213.2% |
| Participation rate | 96.0% | 72.8%+23.2pp | 81.4%+14.6pp | 69.0%+27.0pp |
| Annual return | 6.52% | 19.01%-12.5pp | 47.52%-41.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $4,321 | $2,823+53.0% | $4,617-6.4% | $1,963+120.2% |
| Participant deferral / active EE | $8,600 | $5,084+69.1% | $5,984+43.7% | $3,054+181.6% |
| Admin fee / account holder | $60 | $663-91.0% | $8,357-99.3% | $504-88.2% |