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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,986 | $38,165-52.9% | $189,758-90.5% | $69,255-74.0% |
| Participation rate | 82.8% | 66.7%+16.1pp | 79.8%+3.0pp | 69.0%+13.7pp |
| Annual return | 10.00% | 14.65%-4.7pp | 52.62%-42.6pp | 26.73%-16.7pp |
| Employer contribution / active EE | $2,510 | $1,589+58.0% | $4,767-47.3% | $2,645-5.1% |
| Participant deferral / active EE | $529 | $2,073-74.5% | $5,856-91.0% | $2,890-81.7% |
| Admin fee / account holder | $179 | $714-74.9% | $20,388-99.1% | $733-75.6% |