Filed January 18, 2014
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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $121,179 |
Filed as: GLOBAL RETIREMENT SERVICES Service code 99 | Other Fees | $21,083 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $12,567 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,307 | $91,710-76.8% | $67,560-68.5% | $77,762-72.6% |
| Participation rate | 79.3% | 76.0%+3.3pp | 72.9%+6.4pp | 70.6%+8.7pp |
| Annual return | 13.17% | 14.88%-1.7pp | 3533.50%-3520.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $3,619 | $3,187+13.6% | $2,737+32.3% | $2,728+32.7% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $88 | $245-64.2% | $3,994-97.8% | $433-79.7% |