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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 81-2780637 935 MAIN ST. · MANCHESTER, CT 06040 | Advisory (Participants) | $18,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,351 | $51,083-34.7% | $70,548-52.7% | $71,495-53.4% |
| Participation rate | 74.3% | 59.4%+14.9pp | 68.3%+5.9pp | 67.9%+6.3pp |
| Annual return | 20.63% | 42.64%-22.0pp | 32.78%-12.1pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,067 | $1,791+15.4% | $2,975-30.5% | $2,589-20.2% |
| Participant deferral / active EE | $3,958 | $3,028+30.7% | $4,567-13.3% | $4,291-7.7% |
| Admin fee / account holder | $161 | $1,995-92.0% | $6,424-97.5% | $1,588-89.9% |