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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 211 MAIN STREET · ANSONIA, CT 06401 | Recordkeeping | $71,196 |
Service code 27 · EIN 20-4751585 100 NORTHFIELD DRIVE, #4A · WINDSOR, CT 06095 | Advisory (Plan) | $40,000 |
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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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 2.43% | 15.61%-13.2pp | 20.73%-18.3pp | 53.27%-50.8pp |
| Employer contribution / active EE | $5,480 | $10,773-49.1% | $36,503-85.0% | $14,774-62.9% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |