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| Provider | Service type | Compensation |
|---|---|---|
GOULET SALVIDIO & ASSOCIATES PC2+ years Service code 10 9 IRVING STREET · WORCESTER, MA 01609 | Accounting | $20,000 |
ULLICO2+ years Filed as: UNION LOCAL 550 Service code 13 46 ROCKLAND STREET · BOSTON, MA 02132 | Contract Administrator | $20,000 |
ALPHA PENSION GROUP, INC.2+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 60 | Sub-TA Fees | $0 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
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 | $96,804 | $39,859+142.9% | $78,676+23.0% | $57,658+67.9% |
| Participation rate | 96.8% | 66.1%+30.7pp | 73.6%+23.2pp | 70.2%+26.6pp |
| Annual return | 6.88% | 18.96%-12.1pp | 62.19%-55.3pp | 5.13%+1.7pp |
| Employer contribution / active EE | $12,699 | $1,786+611.1% | $2,850+345.6% | $1,974+543.4% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $168 | $76+121.1% | $4,510-96.3% | $95+78.2% |