Filed September 24, 2020 (most recent of 3 filings on file)
Total covered: 50 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP INC Service code 50 · EIN 04-2530412 | Direct Payment | $108,070 |
Filed as: VOYA RETRMNT INSRNCE & ANNUITY CO. Service code 37 · EIN 71-0294708 | Loan Processing | $92,282 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 2.63% | 9.72%-7.1pp | 10.75%-8.1pp | 13.24%-10.6pp |
| Employer contribution / active EE | $6,765 | $10,988-38.4% | $35,170-80.8% | $14,616-53.7% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |