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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-6374631 | Other Services | $41,291 |
ALPHA PENSION GROUP, INC.6+ years Service code 27 396 COMMONWEALTH AVE UNIT D · BOSTON, MA 02215 | Advisory (Plan) | $32,600 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $22,850 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $15,750 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,165 | $58,347-3.7% | $85,705-34.5% | $86,821-35.3% |
| Participation rate | 94.9% | 64.9%+30.0pp | 69.9%+25.1pp | 72.3%+22.6pp |
| Annual return | 18.25% | 18.43%-0.2pp | 21.49%-3.2pp | 97.94%-79.7pp |
| Employer contribution / active EE | $2,054 | $1,751+17.3% | $2,619-21.6% | $2,406-14.6% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $151 | $147+2.8% | $6,877-97.8% | $170-10.7% |