Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MP P.C.3 years Service code 99 · EIN 44-4000444 ONE MONARCH PLACE, SUITE 900 · SPRIGFIELD, MA 01144 | Other Fees | $14,095 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $13,125 |
Filed as: ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $12,008 |
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 | $138,705 | $105,581+31.4% | $70,449+96.9% | $90,288+53.6% |
| Participation rate | 92.8% | 77.5%+15.2pp | 75.1%+17.7pp | 73.4%+19.4pp |
| Annual return | 13.02% | 14.78%-1.8pp | 109.03%-96.0pp | 53.97%-40.9pp |
| Employer contribution / active EE | $2,962 | $3,304-10.3% | $2,737+8.3% | $2,524+17.4% |
| Participant deferral / active EE | $3,187 | $3,813-16.4% | $3,709-14.1% | $4,232-24.7% |
| Admin fee / account holder | $89 | $68+31.7% | $3,845-97.7% | $114-22.1% |