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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,930 | $43,999-0.2% | $79,466-44.7% | $55,725-21.2% |
| Participation rate | 31.8% | 66.9%-35.2pp | 73.3%-41.6pp | 70.9%-39.1pp |
| Annual return | -5.02% | 1.81%-6.8pp | 718.28%-723.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $133 | $1,830-92.7% | $2,800-95.2% | $2,078-93.6% |
| Participant deferral / active EE | $1,505 | $2,538-40.7% | $3,704-59.4% | $3,356-55.2% |
| Admin fee / account holder | $9 | $118-92.2% | $5,104-99.8% | $115-92.1% |