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| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK3+ years Filed as: PEOPLE'S UNTIED BANK Service code 13 · EIN 06-1213065 | Contract Administrator | $47,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,601 | $71,192-45.8% | $117,861-67.2% | $62,293-38.0% |
| Participation rate | 47.1% | 74.2%-27.2pp | 79.7%-32.6pp | 69.5%-22.5pp |
| Annual return | 11.31% | 18.66%-7.3pp | 335.11%-323.8pp | 28.90%-17.6pp |
| Employer contribution / active EE | $606 | $1,934-68.7% | $3,786-84.0% | $2,042-70.3% |
| Participant deferral / active EE | $1,282 | $3,189-59.8% | $4,482-71.4% | $3,169-59.5% |
| Admin fee / account holder | $299 | $587-49.0% | $8,021-96.3% | $479-37.6% |