Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 04-3595878 | Other Fees | $14,500 |
MP P.C.1 year Filed as: THE MP GROUP, P.C. Service code 99 · EIN 04-3191789 ONE MONARCH PLACE, SUITE 900 · SPRINGFIELD, MA 01144 | Other Fees | $10,800 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $6,213 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $232,202 | $92,091+152.1% | $63,018+268.5% | $77,958+197.9% |
| Participation rate | 29.8% | 74.5%-44.7pp | 74.8%-45.0pp | 71.6%-41.9pp |
| Annual return | 14.47% | 16.23%-1.8pp | 87.63%-73.2pp | 20.87%-6.4pp |
| Employer contribution / active EE | $3,805 | $3,424+11.1% | $2,761+37.8% | $2,310+64.7% |
| Participant deferral / active EE | $5,326 | $3,361+58.5% | $3,330+60.0% | $3,537+50.6% |
| Admin fee / account holder | $145 | $48+203.3% | $3,601-96.0% | $97+49.3% |