Filed April 5, 2006
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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $18,375 |
Filed as: ALEXANDER ARONSON FINNING Service code 99 · EIN 11-1000111 | Other Fees | $12,700 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 99 · EIN 04-2530413 | Other Fees | $8,629 |
BAYSTATE FINANCIAL SERVICES, LLC2 years Filed as: BAYSTATE FIDUCIARY ADVISORS Service code 99 · EIN 22-2000222 | Other Fees | $6,125 |
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 | $36,729 | $62,928-41.6% | $172,739-78.7% | $67,579-45.7% |
| Participation rate | 70.2% | 64.5%+5.8pp | 82.6%-12.4pp | 71.3%-1.1pp |
| Annual return | 20.10% | 30.36%-10.3pp | 802.84%-782.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,006 | $1,636-38.5% | $5,143-80.4% | $2,148-53.1% |
| Participant deferral / active EE | $1,823 | $2,145-15.0% | $5,198-64.9% | $3,539-48.5% |
| Admin fee / account holder | $95 | $167-43.1% | $13,954-99.3% | $142-33.4% |