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 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,361 | $52,293-22.8% | $178,498-77.4% | $73,412-45.0% |
| Participation rate | 21.5% | 65.3%-43.9pp | 81.9%-60.5pp | 72.2%-50.7pp |
| Annual return | 16.10% | 34.75%-18.6pp | 151.09%-135.0pp | 59.30%-43.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,560 | $2,332-33.1% | $5,202-70.0% | $3,806-59.0% |
| Admin fee / account holder | $70 | $127-45.1% | $13,985-99.5% | $158-55.7% |