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 | $15,250 |
MP P.C.2 years Service code 99 · EIN 04-3191789 ONE MONARCH PLACE, SUITE 900 · SPRINGFIELD, MA 01144 | Other Fees | $13,326 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $7,898 |
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 | $125,312 | $204,517-38.7% | $69,455+80.4% | $77,787+61.1% |
| Participation rate | 95.6% | 74.6%+21.0pp | 74.6%+21.0pp | 73.2%+22.4pp |
| Annual return | 18.05% | 22.10%-4.0pp | 28.97%-10.9pp | 32.57%-14.5pp |
| Employer contribution / active EE | $4,287 | $3,548+20.8% | $2,779+54.3% | $2,504+71.2% |
| Participant deferral / active EE | $3,238 | $3,478-6.9% | $3,535-8.4% | $3,967-18.4% |
| Admin fee / account holder | $71 | $101-29.6% | $3,839-98.2% | $100-29.3% |