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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,350 | $79,151-88.2% | $60,906-84.6% | $64,819-85.6% |
| Participation rate | 65.5% | 77.7%-12.2pp | 73.1%-7.6pp | 71.5%-6.0pp |
| Annual return | -18.02% | -7.12%-10.9pp | 16.94%-35.0pp | 32.84%-50.9pp |
| Employer contribution / active EE | $963 | $3,052-68.5% | $2,703-64.4% | $2,507-61.6% |
| Participant deferral / active EE | $1,796 | $3,727-51.8% | $3,814-52.9% | $4,311-58.3% |
| Admin fee / account holder | $13 | $106-88.1% | $3,227-99.6% | $188-93.3% |