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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.3+ years Service code 17 · EIN 04-2530412 | Pension Consulting | $3,000 |
KAHN, LITWIN, RENZA & CO., LTD3+ years Service code 10 · EIN 05-0409384 | Accounting | $2,299 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $26,365 | $98,240-73.2% | $82,312-68.0% | $147,587-82.1% |
| Participation rate | 7.7% | 79.7%-72.0pp | 76.9%-69.2pp | 82.8%-75.1pp |
| Annual return | 15.31% | 30.85%-15.5pp | 25.88%-10.6pp | 578.60%-563.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13 | $8,563-99.8% | $5,608-99.8% | $10,886-99.9% |