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 47-1411118 | Other Fees | $18,125 |
MP P.C.1 year Service code 99 · EIN 04-3191789 ONE MONARCH PLACE, SUITE 900 · SPRINGFIELD, MA 01144 | Other Fees | $14,169 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $8,400 |
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 | $110,614 | $87,173+26.9% | $59,899+84.7% | $75,289+46.9% |
| Participation rate | 89.6% | 74.5%+15.2pp | 74.7%+14.9pp | 72.4%+17.2pp |
| Annual return | -3.20% | -2.14%-1.1pp | 3.46%-6.7pp | -0.04%-3.2pp |
| Employer contribution / active EE | $4,246 | $3,473+22.2% | $2,723+55.9% | $2,405+76.5% |
| Participant deferral / active EE | $3,170 | $3,379-6.2% | $3,403-6.8% | $3,739-15.2% |
| Admin fee / account holder | $60 | $75-20.1% | $3,592-98.3% | $102-41.6% |