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 |
|---|---|---|
PEOPLE'S UNITED BANK2+ years Service code 13 · EIN 06-1213065 | Contract Administrator | $10,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $14,011 | $30,599-54.2% | $74,577-81.2% | $57,658-75.7% |
| Participation rate | 8.4% | 49.1%-40.8pp | 68.1%-59.7pp | 70.2%-61.9pp |
| Annual return | 8.44% | 14.24%-5.8pp | 20.47%-12.0pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $193 | $1,805-89.3% | $3,458-94.4% | $3,061-93.7% |
| Admin fee / account holder | $122 | $98+24.0% | $4,138-97.1% | $95+28.6% |