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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS8+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 21 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Bank Trustee | $63,942 |
HOOKER & HOLCOMBE, INC.8+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 1300 HALL BOULEVARD, SUITE 1C · BLOOMFIELD, CT 06002 | Actuarial | $53,235 |
Filed as: PRUDENTIAL RET. INS. AND ANNUITY Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $41,771 |
Filed as: PRINCIPAL BANK Service code 18 · EIN 94-1347393 | Trustee (bank, trust company, or simi... | $26,388 |
Service code 21 · EIN 47-4778650 CAPE ANN ASSET MANAGEMENT INC. · GROTON, MA 01450 | Bank Trustee | $19,920 |
AMERICAN REALTY ADVISORS8+ years Service code 21 · EIN 33-0123114 | Bank Trustee | $18,346 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $270,125-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.7%-35.7pp | 5.6%-5.6pp |
| Annual return | -14.36% | -14.45%+0.1pp | -38.86%+24.5pp | 39.77%-54.1pp |
| Employer contribution / active EE | $0 | $14,058-100.0% | $37,752-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |