Filed April 1, 2014 (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 |
|---|---|---|
MP P.C.5 years Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 011444006 | Accounting | $19,900 |
Service code 99 · EIN 33-0818667 4000 MACARTHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Other Fees | $18,354 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 101 FEDERAL ST SUITE 1900 · BOSTON, MA 021101861 | Other Fees | $12,750 |
Filed as: THE ANGELL PNSION GROUP, INC. Service code 99 · EIN 04-2530412 88 BOYD AVE. · EAST PROVIDENCE, RI 029141202 | Other Fees | $5,575 |
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 | $130,342 | $60,989+113.7% | $60,874+114.1% | $66,914+94.8% |
| Participation rate | 95.9% | 74.5%+21.5pp | 73.1%+22.8pp | 69.8%+26.1pp |
| Annual return | -11.05% | -9.60%-1.4pp | 16.90%-27.9pp | 1.58%-12.6pp |
| Employer contribution / active EE | $4,223 | $2,661+58.7% | $2,701+56.3% | $2,544+66.0% |
| Participant deferral / active EE | $5,081 | $3,615+40.6% | $3,817+33.1% | $4,237+19.9% |
| Admin fee / account holder | $52 | $338-84.6% | $3,224-98.4% | $593-91.2% |