Filed April 30, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 101 FEDERAL ST STE 1900 · BOSTON, MA 02110 | Advisory (Plan) | $20,625 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · E PROVIDENCE, RI 029141202 | Other Services | $15,184 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 PO BOX 956793 · SAINT LOUIS, MO 63195 | Accounting | $10,750 |
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 | $128,756 | $74,552+72.7% | $63,018+104.3% | $69,631+84.9% |
| Participation rate | 98.8% | 78.3%+20.5pp | 74.8%+24.0pp | 70.7%+28.1pp |
| Annual return | 14.09% | 15.77%-1.7pp | 87.62%-73.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $4,602 | $2,929+57.1% | $2,761+66.7% | $2,032+126.5% |
| Participant deferral / active EE | $4,141 | $2,974+39.2% | $3,330+24.4% | $3,224+28.5% |
| Admin fee / account holder | $41 | $59-31.7% | $3,601-98.9% | $110-63.3% |