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| Provider | Service type | Compensation |
|---|---|---|
RIDGE RETIREMENT CONSULTANTS LLC2+ years Service code 27 108 W 39TH ST · NEW YORK, NY 10018 | Advisory (Plan) | $29,127 |
Service code 55 C/O RIDGE RETIREMENT CONSULTANTS · NEW YORK, NY 100183614 | Other Commissions | $26,376 |
Service code 27 PO BOX 3181 · MILWAUKEE, WI 532013181 | Advisory (Plan) | $19,418 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Contract Administrator | $15,998 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 64 333 SOUTH HOPE STREET · LOSA ANGELES, CA 90071 | Recordkeeping Fees | $5,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,679 | $80,177-66.7% | $123,894-78.5% | $57,658-53.7% |
| Participation rate | 44.2% | 74.4%-30.2pp | 81.4%-37.2pp | 70.2%-26.0pp |
| Annual return | 6.22% | 17.90%-11.7pp | 47.52%-41.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $664 | $2,913-77.2% | $4,617-85.6% | $1,974-66.4% |
| Participant deferral / active EE | $1,961 | $5,130-61.8% | $5,984-67.2% | $3,061-35.9% |
| Admin fee / account holder | $9 | $106-91.4% | $8,357-99.9% | $95-90.4% |