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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $4,085 |
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 | $15,495 | $55,453-72.1% | $170,435-90.9% | $62,293-75.1% |
| Participation rate | 96.2% | 66.4%+29.8pp | 83.6%+12.6pp | 69.5%+26.7pp |
| Annual return | 16.15% | 21.38%-5.2pp | 205.94%-189.8pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,404 | $2,164+11.1% | $5,432-55.7% | $2,042+17.7% |
| Participant deferral / active EE | $1,039 | $2,303-54.9% | $4,939-79.0% | $3,169-67.2% |
| Admin fee / account holder | $20 | $455-95.7% | $13,881-99.9% | $479-95.9% |