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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1566880 | Advisory (Participants) | $11,074 |
BILODEAU WELLS & CO., P.C.5+ years Service code 10 · EIN 03-0293317 | Accounting | $9,300 |
PEOPLE'S UNITED BANK5+ years Filed as: PEOPLE'S UNITED BANK, N.A. Service code 13 · EIN 06-1213065 | Contract Administrator | $4,975 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 · EIN 03-0271340 | Contract Administrator | $3,869 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,090 | $63,114-22.2% | $92,909-47.2% | $65,185-24.7% |
| Participation rate | 86.4% | 68.8%+17.6pp | 76.0%+10.4pp | 70.2%+16.2pp |
| Annual return | 20.12% | 28.75%-8.6pp | 109.44%-89.3pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,073 | $2,571-58.3% | $3,653-70.6% | $2,177-50.7% |
| Participant deferral / active EE | $2,556 | $3,108-17.8% | $4,238-39.7% | $3,514-27.3% |
| Admin fee / account holder | $181 | $624-70.9% | $5,795-96.9% | $847-78.6% |