Filed June 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MP P.C.1+ years Filed as: MORIARTY & PRIMACK, P.C. Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 01144 | Accounting | $23,983 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL FBO - BAYSTATE FIDUC Service code 27 · EIN 04-3046611 101 FEDERAL STREET SUITE 1900 · BOSTON, MA 02110 | Advisory (Plan) | $12,375 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 101 FEDERAL STREET SUITE 1900 · BOSTON, MA 021101861 | Advisory (Plan) | $8,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,222 | $85,199+83.4% | $57,196+173.1% | $63,975+144.2% |
| Participation rate | 98.6% | 74.0%+24.6pp | 75.3%+23.3pp | 71.1%+27.5pp |
| Annual return | 1.01% | 10.43%-9.4pp | 14.59%-13.6pp | 48.65%-47.6pp |
| Employer contribution / active EE | $6,373 | $3,446+84.9% | $2,683+137.5% | $2,182+192.1% |
| Participant deferral / active EE | $5,071 | $3,109+63.1% | $3,096+63.8% | $3,356+51.1% |
| Admin fee / account holder | $22 | $39-42.4% | $3,141-99.3% | $70-68.4% |