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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $21,600 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $4,177 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,347 | $91,536+5.3% | $130,062-25.9% | $75,177+28.2% |
| Participation rate | 91.7% | 71.5%+20.2pp | 78.5%+13.2pp | 67.2%+24.5pp |
| Annual return | 17.17% | -631.62%+648.8pp | -137.37%+154.5pp | 160.75%-143.6pp |
| Employer contribution / active EE | $2,455 | $2,845-13.7% | $4,322-43.2% | $2,671-8.1% |
| Participant deferral / active EE | $5,937 | $4,343+36.7% | $5,821+2.0% | $4,126+43.9% |
| Admin fee / account holder | $48 | $6,780-99.3% | $10,601-99.6% | $5,651-99.2% |