Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MP P.C.7 years Service code 99 · EIN 04-3191789 ONE MONARCH PLACE, SUITE 900 · SPRIGFIELD, MA 01144 | Other Fees | $26,250 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $15,000 |
Filed as: ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $10,081 |
Filed as: VOYA RETIRMENT INS & ANNUITY CO Service code 64 | Recordkeeping Fees | $1,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,268 | $113,568+32.3% | $67,560+122.4% | $200,096-24.9% |
| Participation rate | 90.5% | 73.3%+17.2pp | 72.9%+17.6pp | 72.0%+18.5pp |
| Annual return | 11.49% | 15.88%-4.4pp | 3533.50%-3522.0pp | 34.26%-22.8pp |
| Employer contribution / active EE | $5,593 | $3,409+64.1% | $2,737+104.4% | $3,038+84.1% |
| Participant deferral / active EE | $4,365 | $4,163+4.8% | $4,004+9.0% | $5,090-14.2% |
| Admin fee / account holder | $92 | $102-10.3% | $3,994-97.7% | $269-65.9% |