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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 | $94,699-9.3% | $185,441-53.7% | $65,306+31.5% |
| Participation rate | 98.3% | 64.2%+34.1pp | 80.3%+18.1pp | 57.7%+40.6pp |
| Annual return | 8.90% | 16.71%-7.8pp | 20.16%-11.3pp | 21.94%-13.0pp |
| Employer contribution / active EE | $3 | $2,381-99.9% | $4,672-99.9% | $1,967-99.8% |
| Participant deferral / active EE | $6,633 | $3,568+85.9% | $6,152+7.8% | $2,959+124.1% |
| Admin fee / account holder | $427 | $4,797-91.1% | $17,890-97.6% | $3,480-87.7% |