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 | $15,000 |
MOUNT VERNON ASSOCIATES1 year Filed as: MOUNT HOLYOKE COLLEGE Service code 99 · EIN 22-2000222 | Other Fees | $14,751 |
Filed as: ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $8,225 |
Filed as: VOYA RETIRMENT INS & ANNUITY CO Service code 64 | Recordkeeping Fees | $1,537 |
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 | $128,561 | $98,780+30.1% | $60,874+111.2% | $77,904+65.0% |
| Participation rate | 88.0% | 76.7%+11.3pp | 73.1%+14.9pp | 73.7%+14.3pp |
| Annual return | -12.53% | -11.56%-1.0pp | 16.90%-29.4pp | 12.21%-24.7pp |
| Employer contribution / active EE | $4,743 | $3,605+31.6% | $2,701+75.6% | $2,848+66.6% |
| Participant deferral / active EE | $3,520 | $4,200-16.2% | $3,817-7.8% | $4,806-26.7% |
| Admin fee / account holder | $79 | $89-10.6% | $3,224-97.5% | $133-40.3% |