Filed June 13, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
KREITLER FINANCIAL, LLC1+ years Filed as: KREITLER FINANCIAL LLC Service code 26 265 CHURCH STREET · NEW HAVEN, CT 06510 | Advisory (Participants) | $146,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,048 | $91,420-9.2% | $57,196+45.2% | $65,292+27.2% |
| Participation rate | 52.4% | 72.6%-20.2pp | 75.3%-22.9pp | 72.4%-20.0pp |
| Annual return | 8.49% | 7.55%+0.9pp | 14.59%-6.1pp | 11.84%-3.4pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,683-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $348 | $3,512-90.1% | $3,096-88.7% | $3,579-90.3% |
| Admin fee / account holder | $21 | $22-3.4% | $3,141-99.3% | $57-63.3% |