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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.2+ years Service code 17 · EIN 04-2530412 | Pension Consulting | $8,600 |
KAHN, LITWIN, RENZA & CO., LTD2+ years Service code 10 · EIN 05-0409384 | Accounting | $3,473 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,869 | $88,707-74.2% | $74,184-69.2% | $273,973-91.7% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.6%-56.6pp | 83.0%-63.0pp |
| Annual return | 7.19% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $29 | $8,717-99.7% | $5,586-99.5% | $10,133-99.7% |