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| Provider | Service type | Compensation |
|---|---|---|
CREDIT SUISSE1+ years Filed as: CREDIT SUISSE FIRST BOSTON Service code 27 · EIN 13-5659485 | Advisory (Plan) | $90,312 |
PEOPLE'S UNITED BANK1+ years Filed as: PEOPLE'S BANK WEALTH MANAGE.&TRUST Service code 21 · EIN 06-1213065 | Bank Trustee | $47,164 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $22,580 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $8,250 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | -4.15% | 4.23%-8.4pp | 3.97%-8.1pp | 4.56%-8.7pp |
| Employer contribution / active EE | $6,873 | $16,147-57.4% | $28,168-75.6% | $15,526-55.7% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |