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| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK5 years Service code 13 · EIN 06-1213065 | Contract Administrator | $27,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,615 | $59,813-3.7% | $79,580-27.6% | $68,486-15.9% |
| Participation rate | 69.4% | 61.1%+8.3pp | 69.5%-0.1pp | 67.9%+1.5pp |
| Annual return | -18.43% | -12.30%-6.1pp | 0.15%-18.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,689 | $1,505+12.2% | $2,413-30.0% | $2,597-35.0% |
| Participant deferral / active EE | $3,313 | $3,024+9.5% | $3,985-16.9% | $4,028-17.7% |
| Admin fee / account holder | $314 | $4,835-93.5% | $6,835-95.4% | $5,404-94.2% |