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| Provider | Service type | Compensation |
|---|---|---|
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS Service code 13 · EIN 06-0811449 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $45,321 |
ROBERT CHEVERIE1+ years Service code 10 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Accounting | $37,833 |
Filed as: BEERS HAMERMAN COHEN & BURGER PC Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06535 | Accounting | $14,400 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $9,000 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 10 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Accounting | $8,459 |
THE SEGAL COMPANY1+ years Service code 10 · EIN 13-1835864 116 HUNTINGTON AVE, 8TH FLOOR · BOSTON, MA 02116 | Accounting | $7,500 |
Filed as: BUCKLEY, FRAME, BOUDREAU Service code 10 · EIN 06-0931761 116 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Accounting | $6,462 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,098 | $50,498+50.7% | $75,782+0.4% | $55,191+37.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 0.62% | 1.80%-1.2pp | 9.68%-9.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $7,128 | $2,291+211.2% | $3,323+114.5% | $1,899+275.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $216 | $123+75.4% | $5,300-95.9% | $91+137.8% |