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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $19,865 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $4,092 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,742 | $81,870-7.5% | $119,634-36.7% | $68,490+10.6% |
| Participation rate | 86.3% | 71.9%+14.4pp | 79.3%+7.0pp | 67.9%+18.4pp |
| Annual return | -17.74% | -23.82%+6.1pp | -14.98%-2.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,369 | $2,692-12.0% | $4,232-44.0% | $2,597-8.8% |
| Participant deferral / active EE | $5,492 | $4,148+32.4% | $5,601-1.9% | $4,028+36.4% |
| Admin fee / account holder | $30 | $6,583-99.5% | $10,329-99.7% | $5,403-99.4% |