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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $111,526 |
CORNERSTONE ADVISORS ASSET MGMT10+ years Service code 27 · EIN 75-3204798 | Advisory (Plan) | $66,966 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $10,858 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,874 | $91,760-6.4% | $156,181-45.0% | $67,986+26.3% |
| Participation rate | 98.3% | 65.0%+33.3pp | 78.8%+19.5pp | 57.2%+41.1pp |
| Annual return | 8.90% | 18.14%-9.2pp | 64.87%-56.0pp | 31.67%-22.8pp |
| Employer contribution / active EE | $3 | $2,419-99.9% | $4,294-99.9% | $2,019-99.8% |
| Participant deferral / active EE | $6,633 | $3,960+67.5% | $6,132+8.2% | $3,358+97.5% |
| Admin fee / account holder | $427 | $3,949-89.2% | $14,586-97.1% | $3,203-86.7% |