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| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK4+ years Service code 13 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 05402 | Contract Administrator | $15,352 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,876 | $42,548-41.5% | $74,551-66.6% | $56,289-55.8% |
| Participation rate | 40.3% | 60.5%-20.1pp | 69.1%-28.8pp | 69.9%-29.5pp |
| Annual return | -3.56% | 12.40%-16.0pp | 32.53%-36.1pp | -9.96%+6.4pp |
| Employer contribution / active EE | $461 | $855-46.0% | $1,961-76.5% | $2,111-78.1% |
| Participant deferral / active EE | $760 | $2,277-66.6% | $3,108-75.5% | $3,350-77.3% |
| Admin fee / account holder | $228 | $467-51.1% | $5,059-95.5% | $521-56.2% |