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| Provider | Service type | Compensation |
|---|---|---|
WHITTLESEY PC1 year Filed as: WHITTLESEY & HADLEY PC Service code 99 2800 TRUMBULL STREET · HARTFORD, CT 06103 | Other Fees | $9,500 |
Service code 13 10 HEMINGWAY DRIVE · EAST PROVIDENCE, RI 02915 | Contract Administrator | $7,886 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,379 |
Assets per participant exceed $250,000 - top-decile high-value 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 | $369,974 | $77,816+375.4% | $123,552+199.4% | $64,173+476.5% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | -4.13% | 12.49%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $7,791 | $3,014+158.5% | $4,628+68.3% | $2,381+227.2% |
| Participant deferral / active EE | $9,471 | $5,240+80.7% | $6,426+47.4% | $3,470+173.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |