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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $20,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,739 | $41,256+8.4% | $86,582-48.3% | $77,958-42.6% |
| Participation rate | 26.4% | 63.0%-36.6pp | 73.5%-47.2pp | 71.6%-45.3pp |
| Annual return | 15.19% | 17.67%-2.5pp | 965.08%-949.9pp | 20.87%-5.7pp |
| Employer contribution / active EE | $270 | $1,613-83.2% | $2,839-90.5% | $2,310-88.3% |
| Participant deferral / active EE | $1,157 | $2,332-50.4% | $3,609-67.9% | $3,537-67.3% |
| Admin fee / account holder | $7 | $71-89.9% | $4,904-99.9% | $97-92.7% |