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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC1+ years Service code 16 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Consulting | $27,063 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $24,465 |
TEPLITZKY AND COMPANY PC1+ years Service code 10 1 BRADLEY ROAD · WOODBRIDGE, CT 06525 | Accounting | $15,000 |
ROBINSON & COLE LLP1+ years Filed as: ROBINSON AND COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $10,594 |
CHARLES SCHWAB & CO., INC.1+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $8,654 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,331 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,012 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND CO INC Service code 33 | Direct payment from the plan; Shareho... | $0 |
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 | $425,125 | $62,928+575.6% | $172,753+146.1% | $67,582+529.1% |
| Participation rate | 81.5% | 64.5%+17.1pp | 82.6%-1.1pp | 71.3%+10.2pp |
| Annual return | 22.56% | 30.36%-7.8pp | 803.00%-780.4pp | 378.57%-356.0pp |
| Employer contribution / active EE | $10,687 | $1,636+553.2% | $5,144+107.8% | $2,148+397.6% |
| Participant deferral / active EE | $9,806 | $2,145+357.2% | $5,198+88.7% | $3,539+177.1% |
| Admin fee / account holder | $209 | $167+25.2% | $13,956-98.5% | $142+46.6% |