Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MP P.C.2+ years Filed as: MORIARTY & PRIMACK, P.C. Service code 99 · EIN 04-3191789 ONE MONARCH PLACE, SUITE 900 · SPRINGFIELD, MA 01144 | Other Fees | $12,425 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 04-3595878 | Other Fees | $7,250 |
ALLIED PRINTING SERVICES2+ years Service code 99 · EIN 06-0642973 | Other Fees | $6,085 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530413 | Other Fees | $6,082 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,790 |
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 | $204,764 | $85,199+140.3% | $57,179+258.1% | $63,975+220.1% |
| Participation rate | 45.4% | 74.0%-28.6pp | 75.3%-30.0pp | 71.1%-25.7pp |
| Annual return | 6.65% | 10.43%-3.8pp | 14.59%-7.9pp | 48.65%-42.0pp |
| Employer contribution / active EE | $3,777 | $3,446+9.6% | $2,682+40.8% | $2,182+73.1% |
| Participant deferral / active EE | $5,178 | $3,109+66.6% | $3,096+67.3% | $3,356+54.3% |
| Admin fee / account holder | $106 | $39+175.4% | $3,139-96.6% | $70+51.0% |