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 | $4,363 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$65,861 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,231 | $55,694+178.7% | $81,882+89.6% | $200,096-22.4% |
| Participation rate | 82.8% | 62.7%+20.1pp | 72.4%+10.4pp | 72.0%+10.8pp |
| Annual return | 15.71% | 19.59%-3.9pp | 779.47%-763.8pp | 34.26%-18.5pp |
| Employer contribution / active EE | $0 | $2,114-100.0% | $2,916-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $9,804 | $3,299+197.2% | $4,323+126.8% | $5,090+92.6% |
| Admin fee / account holder | -$34 | $348-109.8% | $7,360-100.5% | $269-112.7% |