Filed October 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP Service code 16 · EIN 04-2530412 | Consulting | $8,620 |
FID INV INST OPS CO4+ years Filed as: FID. INVEST. INSTIT. OPER. CO LLC Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO4+ years Filed as: FID. INVEST INSTIT. OPER. CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$34,442 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,734 | $53,254+293.8% | $155,574+34.8% | $199,921+4.9% |
| Participation rate | 75.1% | 64.1%+10.9pp | 78.2%-3.1pp | 72.0%+3.1pp |
| Annual return | 14.32% | 41.18%-26.9pp | 64.87%-50.5pp | 34.28%-20.0pp |
| Employer contribution / active EE | $13,319 | $1,848+620.8% | $4,676+184.9% | $3,035+338.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | -$17 | $186-108.9% | $15,914-100.1% | $269-106.2% |