Filed May 31, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES UNITED BANK5 years Filed as: PEOPLES UNITED BANK, N.A. Service code 13 · EIN 06-1213065 | Contract Administrator | $29,593 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,107 |
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 | $44,242 | $66,124-33.1% | $90,430-51.1% | $73,493-39.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 15.57% | 17.65%-2.1pp | 1293.73%-1278.2pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,970 | $2,346-16.0% | $3,262-39.6% | $2,270-13.2% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $156 | $396-60.7% | $5,613-97.2% | $513-69.7% |