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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 18 PATRICIA LANE · GREENWICH, CT 06807 | Insurance Commissions | $6,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,472 | $61,166-61.6% | $185,849-87.4% | $79,391-70.4% |
| Participation rate | 50.0% | 66.6%-16.6pp | 81.7%-31.7pp | 70.7%-20.7pp |
| Annual return | 15.70% | 19.45%-3.7pp | 122.10%-106.4pp | 116.88%-101.2pp |
| Employer contribution / active EE | $1,283 | $2,321-44.7% | $5,169-75.2% | $2,428-47.2% |
| Participant deferral / active EE | $2,025 | $2,789-27.4% | $5,569-63.6% | $4,046-49.9% |
| Admin fee / account holder | $77 | $710-89.1% | $16,244-99.5% | $627-87.7% |