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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $69,584 |
PASI, LLC5 years Service code 15 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Recordkeeping | $29,326 |
Filed as: PATRIOT FINANCIAL Service code 27 · EIN 90-0138117 | Advisory (Plan) | $23,720 |
CITRIN COOPERMAN1 year Service code 13 · EIN 22-2428965 | Contract Administrator | $3,286 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,986 | $36,002-50.0% | $161,489-88.9% | $64,728-72.2% |
| Participation rate | 82.8% | 57.4%+25.3pp | 78.7%+4.1pp | 57.9%+24.9pp |
| Annual return | 10.00% | 33.93%-23.9pp | 89.72%-79.7pp | 49.38%-39.4pp |
| Employer contribution / active EE | $2,510 | $1,380+81.9% | $4,268-41.2% | $2,243+11.9% |
| Participant deferral / active EE | $529 | $1,815-70.8% | $5,630-90.6% | $2,729-80.6% |
| Admin fee / account holder | $179 | $931-80.8% | $16,006-98.9% | $1,145-84.4% |