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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,051 | $83,884-85.6% | $64,099-81.2% | $74,440-83.8% |
| Participation rate | 64.5% | 76.6%-12.1pp | 72.3%-7.8pp | 70.7%-6.2pp |
| Annual return | 18.18% | 16.57%+1.6pp | 33.70%-15.5pp | 34.37%-16.2pp |
| Employer contribution / active EE | $1,027 | $3,084-66.7% | $2,748-62.6% | $2,638-61.1% |
| Participant deferral / active EE | $1,832 | $3,692-50.4% | $3,881-52.8% | $4,529-59.6% |
| Admin fee / account holder | $13 | $196-93.3% | $3,070-99.6% | $348-96.2% |