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| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK1+ years Service code 13 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 05402 | Contract Administrator | $12,421 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,927 | $39,245-51.8% | $64,105-70.5% | $52,331-63.8% |
| Participation rate | 45.5% | 58.2%-12.7pp | 68.2%-22.6pp | 68.1%-22.6pp |
| Annual return | -0.40% | 14.79%-15.2pp | 791.24%-791.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $493 | $736-33.0% | $1,820-72.9% | $1,882-73.8% |
| Participant deferral / active EE | $820 | $1,992-58.8% | $2,822-70.9% | $3,022-72.9% |
| Admin fee / account holder | $183 | $592-69.2% | $4,499-95.9% | $592-69.1% |