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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 18 PATRICIA LANE · GREENWICH, CT 06807 | Insurance Commissions | $6,766 |
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 | $19,805 | $65,125-69.6% | $143,797-86.2% | $66,949-70.4% |
| Participation rate | 42.3% | 65.2%-22.9pp | 80.3%-38.0pp | 69.8%-27.5pp |
| Annual return | -15.60% | -11.13%-4.5pp | -0.04%-15.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $725 | $2,362-69.3% | $4,952-85.4% | $2,545-71.5% |
| Participant deferral / active EE | $1,221 | $2,920-58.2% | $5,638-78.4% | $4,239-71.2% |
| Admin fee / account holder | $75 | $503-85.1% | $14,679-99.5% | $594-87.4% |