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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 DBA BUKATY COMPANIES · LEAWOOD, KS 66211 | Advisory (Plan) | $26,972 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $21,377 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP,INC. Service code 13 | Contract Administrator | $8,333 |
SAMET & COMPANY PC4 years Filed as: SAMET & COMPNAY PC Service code 10 1330 BOYLSTON STREET · CHESTNUT HILL, MA 02467 | Accounting | $7,750 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,428 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,565 | $85,135-24.2% | $98,907-34.7% | $73,409-12.0% |
| Participation rate | 65.3% | 81.1%-15.9pp | 76.0%-10.8pp | 72.2%-6.9pp |
| Annual return | 9.63% | 19.14%-9.5pp | 196.43%-186.8pp | 59.29%-49.7pp |
| Employer contribution / active EE | $1,006 | $2,721-63.0% | $2,689-62.6% | $2,234-55.0% |
| Participant deferral / active EE | $2,773 | $4,349-36.2% | $4,244-34.7% | $3,805-27.1% |
| Admin fee / account holder | $248 | $139+78.2% | $6,642-96.3% | $158+57.1% |