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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANGELL PENSION GROUP Service code 26 · EIN 04-2530412 | Advisory (Participants) | $35,509 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,836 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 64 · EIN 47-1411118 | Recordkeeping Fees | $17,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,772 | $92,076-14.4% | $105,607-25.4% | $77,736+1.3% |
| Participation rate | 62.1% | 81.0%-18.9pp | 75.3%-13.1pp | 70.6%-8.4pp |
| Annual return | 17.23% | 17.84%-0.6pp | 116.11%-98.9pp | 31.26%-14.0pp |
| Employer contribution / active EE | $2,132 | $3,370-36.7% | $3,167-32.7% | $2,728-21.8% |
| Participant deferral / active EE | $4,553 | $5,390-15.5% | $5,011-9.1% | $4,651-2.1% |
| Admin fee / account holder | $343 | $219+56.4% | $10,958-96.9% | $433-21.0% |