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| Provider | Service type | Compensation |
|---|---|---|
WHITTLESEY PC2 years Service code 10 280 TRUMBULL STREET · HARTFORD, CT 06103 | Accounting | $6,500 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,669 |
Filed as: WESTPORT CAPITAL MARKETS LLC Service code 99 257 RIVERSIDE AVE · WESTPORT, CT 06880 | Other Fees | $2,530 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,681 | $66,124-37.0% | $90,461-53.9% | $73,497-43.3% |
| Participation rate | 31.8% | 69.7%-37.8pp | 72.7%-40.8pp | 70.7%-38.8pp |
| Annual return | 1.95% | 17.65%-15.7pp | 1294.76%-1292.8pp | 28.51%-26.6pp |
| Employer contribution / active EE | $234 | $2,346-90.0% | $3,264-92.8% | $2,270-89.7% |
| Participant deferral / active EE | $1,207 | $3,039-60.3% | $3,964-69.5% | $3,740-67.7% |
| Admin fee / account holder | $165 | $396-58.4% | $5,617-97.1% | $513-67.9% |