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) | $16,500 |
TIAA1 year Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $16,132 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · E PROVIDENCE, RI 029141202 | Other Services | $13,441 |
Filed as: CBIZ TOFIAS Service code 10 · EIN 43-1947695 PO BOX 956793 · SAINT LOUIS, MO 63195 | Accounting | $11,000 |
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 | $119,300 | $70,083+70.2% | $59,878+99.2% | $55,725+114.1% |
| Participation rate | 80.4% | 78.4%+2.0pp | 74.7%+5.7pp | 70.9%+9.5pp |
| Annual return | -2.52% | 3.13%-5.6pp | 3.46%-6.0pp | 244.93%-247.5pp |
| Employer contribution / active EE | $4,703 | $2,878+63.4% | $2,722+72.8% | $2,078+126.3% |
| Participant deferral / active EE | $4,182 | $3,079+35.8% | $3,402+22.9% | $3,356+24.6% |
| Admin fee / account holder | $45 | $70-36.7% | $3,590-98.8% | $115-61.3% |