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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Recordkeeping | $35,538 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS SECURITIES, LLC Service code 50 · EIN 13-3873456 1285 AVENUE OF THE AMERICAS · NEW YORK CITY, NY 10019 | Direct Payment | $31,250 |
Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $24,720 |
GOULET SALVIDIO & ASSOC.4 years Service code 50 · EIN 01-2623065 9 IRVING STREET · WORCESTER, MA 01609 | Direct Payment | $21,617 |
ROBERT CHEVERIE5+ years Filed as: ROBERT M. CHEVERIE & ASSOCIATES Service code 50 · EIN 06-1335139 333 EAST RIVER DRIVE · EAST HARTFORD, CT 06108 | Direct Payment | $12,458 |
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 | $121,747 | $66,650+82.7% | $92,915+31.0% | $67,582+80.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 20.55% | 92.64%-72.1pp | 109.45%-88.9pp | 378.57%-358.0pp |
| Employer contribution / active EE | $8,242 | $2,777+196.9% | $3,653+125.6% | $2,148+283.8% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $470 | $199+136.3% | $5,796-91.9% | $142+230.5% |