Filed May 31, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES UNITED BANK1 year Filed as: PEOPLES UNITED BANK, N.A. Service code 15 · EIN 06-1213065 | Recordkeeping | $23,135 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,185 | $46,732-35.4% | $156,551-80.7% | $55,167-45.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 4.10% | 17.72%-13.6pp | 32.23%-28.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $1,642 | $2,105-22.0% | $5,501-70.1% | $1,963-16.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $81 | $418-80.6% | $13,028-99.4% | $504-83.9% |