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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES UNITED BANK2+ years Service code 19 · EIN 06-1213065 | Securities Custodian | $114,978 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $89,976 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE B Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $43,820 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE C Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $35,126 |
FOLEY HOAG LLP2+ years Service code 23 · EIN 04-2150535 | Direct payment from the plan; Insuran... | $34,775 |
MANZI & ASSOCIATES, LLC2+ years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $33,238 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS, COWELL & BOWE LLP Service code 23 · EIN 94-1709555 | Insurance services; Direct payment fr... | $30,195 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE E Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $22,633 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE D Service code 30 · EIN 45-4227067 | Employee (plan); Direct payment from ... | $18,505 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE A Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $15,962 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $286,961-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 3.78% | 9.19%-5.4pp | 2.61%+1.2pp | 9.19%-5.4pp |
| Employer contribution / active EE | $2,312 | $12,608-81.7% | $24,109-90.4% | $12,608-81.7% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $17-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $148-100.0% | $2,655,710-100.0% |