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| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK2 years Service code 13 · EIN 06-1213065 | Contract Administrator | $17,824 |
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.
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 | $35,081 | $59,535-41.1% | $90,161-61.1% | $62,293-43.7% |
| Participation rate | 36.9% | 73.0%-36.2pp | 76.9%-40.0pp | 69.5%-32.6pp |
| Annual return | 15.87% | 23.53%-7.7pp | 34.89%-19.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,137 | $1,826-37.7% | $3,318-65.7% | $2,042-44.3% |
| Participant deferral / active EE | $2,076 | $4,639-55.3% | $5,287-60.7% | $3,169-34.5% |
| Admin fee / account holder | $542 | $337+61.1% | $5,943-90.9% | $479+13.1% |