Filed October 1, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $16,789 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,025 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNER DAVIES LLP Service code 99 40 WESTMINSTER ST, STE 600 · PROVIDENCE, RI 02903 | Other Fees | $9,000 |
ALPHA PENSION GROUP, INC.8+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $5,000 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY, STE B-30 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,126 | $61,391-57.4% | $149,723-82.6% | $71,529-63.5% |
| Participation rate | 98.2% | 62.5%+35.6pp | 78.8%+19.4pp | 67.9%+30.2pp |
| Annual return | 12.23% | 35.88%-23.7pp | 134.50%-122.3pp | 28.97%-16.7pp |
| Employer contribution / active EE | $331 | $2,384-86.1% | $4,821-93.1% | $2,590-87.2% |
| Participant deferral / active EE | $2,792 | $2,921-4.4% | $5,682-50.9% | $4,291-34.9% |
| Admin fee / account holder | $216 | $1,264-82.9% | $13,215-98.4% | $1,588-86.4% |