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 |
MP P.C.6 years Service code 99 · EIN 04-3191789 ONE MONARCH PLACE, SUITE 900 · SPRIGFIELD, MA 01144 | Other Fees | $8,000 |
Filed as: ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $6,431 |
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 | $140,271 | $105,179+33.4% | $64,110+118.8% | $80,187+74.9% |
| Participation rate | 89.4% | 73.5%+15.9pp | 72.3%+17.1pp | 72.9%+16.5pp |
| Annual return | 14.55% | 20.34%-5.8pp | 33.75%-19.2pp | 40.40%-25.9pp |
| Employer contribution / active EE | $5,160 | $3,311+55.9% | $2,751+87.6% | $2,980+73.2% |
| Participant deferral / active EE | $3,950 | $4,020-1.7% | $3,883+1.7% | $5,016-21.2% |
| Admin fee / account holder | $80 | $113-28.9% | $3,071-97.4% | $145-44.5% |