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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Advisory (Plan) | $49,678 |
ACG ASSOCIATES, INC.6+ years Service code 13 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $18,800 |
BUDWITZ & MEYERJACK PC3 years Service code 10 1122 HIGHLAND AVENUE · CHESHIRE, CT 06410 | Accounting | $17,330 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,520 |
ACG ASSOCIATES, INC.6+ years Filed as: ACG ASSOCIATES, INC Service code 13 | Contract Administrator | $0 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $279,158 | $37,436+645.7% | $77,513+260.1% | $79,858+249.6% |
| Participation rate | 39.8% | 41.5%-1.7pp | 54.2%-14.4pp | 69.6%-29.9pp |
| Annual return | 10.03% | 39.75%-29.7pp | 54.81%-44.8pp | 31.72%-21.7pp |
| Employer contribution / active EE | $661 | $637+3.8% | $987-33.0% | $2,471-73.2% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,122 | $2,505-55.2% | $2,859-60.8% | $5,306-78.9% |