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| Provider | Service type | Compensation |
|---|---|---|
TEAMSTERS LOCAL 25 HEALTH SERV INS10+ years Service code 49 · EIN 04-6374631 | Other Services | $30,576 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 50 · EIN 47-1411118 | Direct Payment | $30,000 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $28,755 |
MANZI & ASSOCIATES, LLC3 years Filed as: MANZI & ASSOCITATES, LLC Service code 10 1855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $16,975 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,585 | $107,624-41.8% | $76,735-18.4% | $103,975-39.8% |
| Participation rate | 96.7% | 70.3%+26.3pp | 69.5%+27.2pp | 72.5%+24.1pp |
| Annual return | 13.47% | 17.70%-4.2pp | 29.77%-16.3pp | 19.41%-5.9pp |
| Employer contribution / active EE | $4,935 | $4,589+7.5% | $2,454+101.1% | $3,722+32.6% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $4,088-100.0% | $5,343-100.0% |
| Admin fee / account holder | $128 | $271-52.7% | $7,189-98.2% | $332-61.5% |