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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $24,954 |
PASI, LLC2+ years Service code 16 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Consulting | $23,625 |
TEPLITZKY AND COMPANY PC2+ years Service code 10 1 BRADLEY ROAD · WOODBRIDGE, CT 06525 | Accounting | $20,000 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $16,799 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,929 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $3,944 |
CHARLES SCHWAB & CO., INC.2+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $1,499 |
ROBINSON & COLE LLP2+ years Filed as: ROBINSON AND COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $673 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB AND CO INC Service code 33 | Securities brokerage; Shareholder ser... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $445,691 | $52,293+752.3% | $178,503+149.7% | $73,412+507.1% |
| Participation rate | 99.5% | 65.3%+34.1pp | 81.9%+17.5pp | 72.2%+27.3pp |
| Annual return | 17.01% | 34.75%-17.7pp | 151.12%-134.1pp | 59.30%-42.3pp |
| Employer contribution / active EE | $13,265 | $1,736+664.0% | $5,011+164.7% | $2,234+493.8% |
| Participant deferral / active EE | $12,165 | $2,333+421.4% | $5,202+133.8% | $3,806+219.6% |
| Admin fee / account holder | $202 | $127+58.3% | $13,987-98.6% | $158+27.6% |