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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 | $79,124-88.2% | $60,899-84.6% | $64,814-85.6% |
| Participation rate | 65.5% | 77.7%-12.3pp | 73.1%-7.6pp | 71.5%-6.0pp |
| Annual return | -18.02% | -7.13%-10.9pp | 16.92%-34.9pp | 32.84%-50.9pp |
| Employer contribution / active EE | $963 | $3,050-68.4% | $2,702-64.4% | $2,507-61.6% |
| Participant deferral / active EE | $1,796 | $3,725-51.8% | $3,817-53.0% | $4,310-58.3% |
| Admin fee / account holder | $13 | $106-88.0% | $3,225-99.6% | $188-93.3% |