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| Provider | Service type | Compensation |
|---|---|---|
GOULET SALVIDIO & ASSOCIATES PC4+ years Service code 10 9 IRVING STREET · WORCESTER, MA 01609 | Accounting | $19,679 |
ALPHA PENSION GROUP, INC.4+ 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 52 | Indirect Investment Fees | $0 |
Service code 14 46 ROCKLAND STREET · BOSTON, MA 02132 | Plan Administrator | $0 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,951 | $43,999+140.8% | $79,466+33.3% | $55,725+90.1% |
| Participation rate | 94.2% | 66.9%+27.3pp | 73.3%+20.9pp | 70.9%+23.3pp |
| Annual return | -3.79% | 1.81%-5.6pp | 718.28%-722.1pp | 244.93%-248.7pp |
| Employer contribution / active EE | $14,929 | $1,830+716.0% | $2,800+433.1% | $2,078+618.4% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $352 | $118+199.2% | $5,104-93.1% | $115+205.4% |