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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 | $95,904-10.5% | $173,730-50.6% | $64,340+33.5% |
| Participation rate | 98.3% | 60.6%+37.7pp | 79.6%+18.7pp | 55.2%+43.1pp |
| Annual return | 8.90% | 17.47%-8.6pp | 19.96%-11.1pp | 24.14%-15.2pp |
| Employer contribution / active EE | $3 | $2,323-99.9% | $4,577-99.9% | $1,862-99.8% |
| Participant deferral / active EE | $6,633 | $3,488+90.2% | $6,326+4.8% | $2,980+122.6% |
| Admin fee / account holder | $427 | $5,089-91.6% | $17,523-97.6% | $3,703-88.5% |