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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANGELL PENSION GROUP Service code 16 · EIN 04-2530412 | Consulting | $12,058 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,024 | $72,620-18.7% | $90,756-35.0% | $66,930-11.8% |
| Participation rate | 69.1% | 73.7%-4.6pp | 75.7%-6.6pp | 69.8%-0.7pp |
| Annual return | -17.72% | -12.28%-5.4pp | -12.16%-5.6pp | 1.57%-19.3pp |
| Employer contribution / active EE | $3,677 | $2,369+55.2% | $2,922+25.9% | $2,545+44.5% |
| Participant deferral / active EE | $5,159 | $3,979+29.7% | $4,565+13.0% | $4,238+21.7% |
| Admin fee / account holder | $131 | $707-81.4% | $8,445-98.4% | $593-77.8% |