Filed March 13, 2019 (most recent of 8 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 99 FBO BAYSTATE FIDUCIARY · BOSTON, MA 021101861 | Other Fees | $17,625 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $14,450 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 99 · EIN 04-2530412 | Other Fees | $11,084 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INST OPERATIONS CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $7,302 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,616 | $91,710+123.1% | $67,560+202.9% | $77,762+163.1% |
| Participation rate | 70.8% | 76.0%-5.3pp | 72.9%-2.2pp | 70.6%+0.2pp |
| Annual return | 12.36% | 14.88%-2.5pp | 3533.50%-3521.1pp | 31.27%-18.9pp |
| Employer contribution / active EE | $4,963 | $3,187+55.7% | $2,737+81.4% | $2,728+81.9% |
| Participant deferral / active EE | $4,567 | $3,911+16.8% | $4,004+14.1% | $4,651-1.8% |
| Admin fee / account holder | $32 | $245-87.0% | $3,994-99.2% | $433-92.6% |