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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 52-1235644 P.O. BOX 206 · ANNAPOLIS JUNCTION, MD 207010206 | Plan Administrator | $260,246 |
FIDUCIARY CAPITAL MANGEMENT2+ years Service code 51 · EIN 06-1187459 1062 BARNES ROAD SUITE 202 · WALLINGFORD, CT 064920080 | Investment Mgmt Fees | $224,215 |
USI CONSULTING GROUP2+ years Service code 70 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting Fees | $81,669 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $452,427-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 86.9%-86.9pp | - |
| Annual return | 1.57% | 2.76%-1.2pp | 124.80%-123.2pp | 2.76%-1.2pp |
| Employer contribution / active EE | $0 | $8,136-100.0% | $24,835-100.0% | $8,136-100.0% |
| Participant deferral / active EE | $2,061 | $2,0610% | $5,751-64.2% | $2,0610% |
| Admin fee / account holder | $0 | $0 | $36,930-100.0% | - |