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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 45-3706480 | Other Services | $120,339 |
S B H U LIFE AGENCY INC1+ years Service code 49 · EIN 13-2896238 | Other Services | $60,988 |
MANZI & ASSOCIATES, LLC1+ years Service code 10 · EIN 04-3508036 | Accounting | $26,900 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,940 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $15,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $29,857 | $22,291+33.9% | $69,182-56.8% | $63,975-53.3% |
| Participation rate | 66.1% | 35.3%+30.8pp | 55.1%+11.0pp | 71.1%-5.1pp |
| Annual return | -0.65% | 9.30%-9.9pp | -21.93%+21.3pp | 48.65%-49.3pp |
| Employer contribution / active EE | $297 | $325-8.7% | $1,206-75.4% | $2,182-86.4% |
| Participant deferral / active EE | $1,600 | $808+98.0% | $1,897-15.7% | $3,356-52.3% |
| Admin fee / account holder | $91 | $73+24.5% | $2,697-96.6% | $70+29.1% |