Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1542648 1155 SILAS DEANE HIGHWAY · WETHERSFIELD, CT 06109 | Contract Administrator | $178,008 |
HOLM & O'HARA2+ years Service code 29 · EIN 13-3591118 3 WEST 35TH STREET, 9TH FLOOR · NEW YORK, NY 10001 | Legal | $36,725 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE, 8TH FLOOR · BOSTON, MA 02116 | Advisory (Plan) | $34,000 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER. Service code 10 · EIN 47-2517893 234 CHURCH STREET, 14TH FLOOR · NEW HAVEN, CT 06510 | Accounting | $14,000 |
BAIRD FUNDS2+ years Filed as: ROBERT CHEVERIE & ASSOCS Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $12,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,561 | $89,274-42.2% | $149,721-65.6% | $77,958-33.9% |
| Participation rate | 54.3% | 87.6%-33.3pp | 87.1%-32.8pp | 71.6%-17.3pp |
| Annual return | 11.74% | 20.36%-8.6pp | 1501.67%-1489.9pp | 20.87%-9.1pp |
| Employer contribution / active EE | $5,122 | $3,727+37.4% | $5,444-5.9% | $2,310+121.7% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $127 | $240-47.1% | $11,282-98.9% | $97+30.4% |