Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALLIED PRINTING SERVICES1+ years Service code 99 · EIN 06-0642973 | Other Fees | $34,732 |
MP P.C.1+ years Filed as: MORIARTY & PRIMACK, P.C. Service code 99 · EIN 04-3191789 ONE MONARCH PLACE, SUITE 900 · SPRINGFIELD, MA 01144 | Other Fees | $13,500 |
LPL FINANCIAL1+ years Service code 99 · EIN 04-3046611 | Other Fees | $10,875 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530413 | Other Fees | $8,034 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,667 | $112,772+71.7% | $57,343+237.7% | $59,188+227.2% |
| Participation rate | 48.0% | 71.3%-23.3pp | 75.1%-27.1pp | 69.4%-21.4pp |
| Annual return | 1.62% | 0.85%+0.8pp | 24.39%-22.8pp | 5.51%-3.9pp |
| Employer contribution / active EE | $5,232 | $3,400+53.9% | $2,689+94.6% | $2,098+149.4% |
| Participant deferral / active EE | $3,899 | $3,010+29.5% | $3,162+23.3% | $3,265+19.4% |
| Admin fee / account holder | $87 | $144-39.5% | $3,356-97.4% | $92-5.5% |