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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,101 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $66,107 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 | Other Services | $16,742 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,422 | $106,230-22.4% | $147,080-44.0% | $77,736+6.0% |
| Participation rate | 89.3% | 78.4%+10.9pp | 82.2%+7.1pp | 70.6%+18.7pp |
| Annual return | 18.46% | 56.91%-38.5pp | 420.17%-401.7pp | 31.26%-12.8pp |
| Employer contribution / active EE | $5,579 | $4,072+37.0% | $4,933+13.1% | $2,728+104.5% |
| Participant deferral / active EE | $10,231 | $8,001+27.9% | $8,066+26.8% | $4,651+120.0% |
| Admin fee / account holder | $246 | $338-27.2% | $12,989-98.1% | $433-43.1% |