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| Provider | Service type | Compensation |
|---|---|---|
ESSEX FINANCIAL SERVICES1+ years Filed as: ESSEX FINANCIAL Service code 63 | 12b-1 Fees | $37,016 |
ESSSEX FINANCIAL1+ years Service code 63 | 12b-1 Fees | $107 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,022 | $227,989-45.6% | $115,038+7.8% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 81.4%+18.6pp | - |
| Annual return | 0.65% | -2.26%+2.9pp | 26.14%-25.5pp | - |
| Employer contribution / active EE | $9,297 | $2,554+264.0% | $4,608+101.8% | - |
| Participant deferral / active EE | $0 | $4,560-100.0% | $6,026-100.0% | - |
| Admin fee / account holder | $0 | $24,406-100.0% | $8,175-100.0% | - |