Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
YALE NEW HAVEN HEALTH1+ years Service code 99 · EIN 06-0646652 | Other Fees | $146,464 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 49 · EIN 53-0181291 | Other Services | $142,761 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK RETIREMENT GROUP Service code 99 · EIN 13-3052851 | Other Fees | $34,738 |
WIGGIN & DANA LLP1+ years Filed as: WIGGIN AND DANA Service code 99 265 CHURCH STREET · NEW HAVEN, CT 06508 | Other Fees | $30,103 |
MARCUM LLP1+ years Service code 10 · EIN 11-1986323 | Accounting | $14,102 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$299,017 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,016 | $46,516-63.4% | $147,618-88.5% | $69,651-75.6% |
| Participation rate | 76.4% | 65.8%+10.6pp | 84.6%-8.2pp | 66.6%+9.8pp |
| Annual return | 0.95% | 9.48%-8.5pp | 61.98%-61.0pp | 53.77%-52.8pp |
| Employer contribution / active EE | $2,801 | $1,393+101.1% | $5,564-49.7% | $2,241+25.0% |
| Participant deferral / active EE | $0 | $2,719-100.0% | $4,895-100.0% | $3,635-100.0% |
| Admin fee / account holder | $25 | $45-44.5% | $11,612-99.8% | $63-60.7% |