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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $27,885 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,682 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,105 | $81,334-27.3% | $113,397-47.9% | $64,097-7.8% |
| Participation rate | 81.0% | 65.6%+15.4pp | 76.5%+4.5pp | 55.2%+25.8pp |
| Annual return | 24.96% | 32.50%-7.5pp | 23.20%+1.8pp | 34.64%-9.7pp |
| Employer contribution / active EE | $4,608 | $2,077+121.9% | $2,977+54.8% | $1,891+143.6% |
| Participant deferral / active EE | $8,928 | $3,795+135.2% | $5,076+75.9% | $3,080+189.9% |
| Admin fee / account holder | $66 | $4,208-98.4% | $11,957-99.4% | $3,454-98.1% |