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| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK8+ years Service code 13 · EIN 06-1213065 | Contract Administrator | $15,989 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,340 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,774 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,238 | $56,503-11.1% | $69,890-28.1% | $64,824-22.5% |
| Participation rate | 71.2% | 70.5%+0.7pp | 70.5%+0.7pp | 71.5%-0.3pp |
| Annual return | -13.22% | -13.44%+0.2pp | 190.84%-204.1pp | 32.84%-46.1pp |
| Employer contribution / active EE | $1,233 | $2,046-39.7% | $2,560-51.8% | $2,507-50.8% |
| Participant deferral / active EE | $3,431 | $3,389+1.2% | $3,848-10.8% | $4,311-20.4% |
| Admin fee / account holder | $250 | $160+56.2% | $6,267-96.0% | $188+33.3% |