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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 21 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Bank Trustee | $71,533 |
HOOKER & HOLCOMBE, INC.4+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 1300 HALL BOULEVARD, SUITE 1C · BLOOMFIELD, CT 06002 | Actuarial | $59,115 |
Filed as: PRUDENTIAL RET. INS. AND ANNUITY Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $52,155 |
AMERICAN REALTY ADVISORS4+ years Service code 21 · EIN 33-0123114 | Bank Trustee | $51,949 |
WELLS FARGO BANK, N.A.4+ years Service code 18 · EIN 94-1347393 | Custodial (securities); Custodial (ot... | $23,343 |
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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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -6.98% | -2.51%-4.5pp | -102.04%+95.1pp | -0.69%-6.3pp |
| Employer contribution / active EE | $17,008 | $11,346+49.9% | $36,232-53.1% | $16,786+1.3% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |