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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 52-1235644 P.O. BOX 206 · ANNAPOLIS JUNCTION, MD 207010206 | Plan Administrator | $268,445 |
FIDUCIARY CAPITAL MANGEMENT1+ years Service code 51 · EIN 06-1187459 1062 BARNES ROAD SUITE 202 · WALLINGFORD, CT 064920080 | Investment Mgmt Fees | $226,305 |
USI CONSULTING GROUP1+ years Service code 70 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting Fees | $83,062 |
Participant 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 | $0 | $459,659-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 87.9%-87.9pp | - |
| Annual return | 1.50% | -0.66%+2.2pp | -7.78%+9.3pp | -0.66%+2.2pp |
| Employer contribution / active EE | $0 | $16,245-100.0% | $35,026-100.0% | $16,245-100.0% |
| Participant deferral / active EE | $3,409 | $3,4090% | $7,297-53.3% | $3,4090% |
| Admin fee / account holder | $0 | $0 | $30,030-100.0% | - |