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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $80,436 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $37,877 |
BLUM SHAPIRO1 year Service code 10 · EIN 06-1009205 PO BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $11,255 |
PASI, LLC1 year Service code 13 · EIN 26-1407927 231 FARMINGTON AVE · FARMINGTON, CT 06032 | Contract Administrator | $5,407 |
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 | $90,606 | $68,408+32.4% | $57,196+58.4% | $57,661+57.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 7.32% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $4,996 | $2,869+74.1% | $2,683+86.2% | $1,974+153.1% |
| Participant deferral / active EE | $5,109 | $2,903+76.0% | $3,096+65.0% | $3,061+66.9% |
| Admin fee / account holder | $88 | $70+25.6% | $3,141-97.2% | $95-7.4% |