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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-4751585 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $24,000 |
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 | $99,937 | $95,542+4.6% | $69,483+43.8% | $67,582+47.9% |
| Participation rate | 99.2% | 79.4%+19.8pp | 74.6%+24.6pp | 71.3%+27.9pp |
| Annual return | 17.79% | 17.67%+0.1pp | 28.99%-11.2pp | 378.57%-360.8pp |
| Employer contribution / active EE | $3,771 | $2,989+26.2% | $2,780+35.7% | $2,148+75.6% |
| Participant deferral / active EE | $4,312 | $3,263+32.2% | $3,537+21.9% | $3,539+21.8% |
| Admin fee / account holder | $45 | $90-50.1% | $3,841-98.8% | $142-68.5% |