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| Provider | Service type | Compensation |
|---|---|---|
INFINEX INVESTMENTS INC2 years Filed as: INFINEX INVESTMENTS, INC. Service code 27 538 PRESTON AVENUE · MERIDEN, CT 064504858 | Advisory (Plan) | $20,548 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO IN Service code 13 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Contract Administrator | $15,804 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 06-0874395 ATTN MICHELE HENRY · NORTH HAVEN, CT 064730478 | Contract Administrator | $8,368 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $97,732-100.0% | $83,831-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -110.56% | 1287.56%-1398.1pp | 850.99%-961.5pp | 519.81%-630.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |