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| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK1 year Service code 15 · EIN 06-1213065 | Recordkeeping | $15,368 |
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 | $21,871 | $31,388-30.3% | $73,550-70.3% | $62,293-64.9% |
| Participation rate | 73.4% | 39.9%+33.5pp | 54.9%+18.5pp | 69.5%+3.9pp |
| Annual return | 17.06% | 25.34%-8.3pp | -15.16%+32.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,515 | $498+204.3% | $1,219+24.3% | $2,042-25.8% |
| Participant deferral / active EE | $2,274 | $1,028+121.1% | $1,804+26.0% | $3,169-28.3% |
| Admin fee / account holder | $144 | $299-52.0% | $2,320-93.8% | $479-70.0% |