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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PUBLIC FINANCIAL MANAGEMENT Service code 51 1062 BARNES ROAD SUITE 202 · WALLINGFORD, CT 064920080 | Investment Mgmt Fees | $205,964 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $377,755-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 88.0%-88.0pp | 0.0%0pp |
| Annual return | 1.90% | 5391.81%-5389.9pp | 308.27%-306.4pp | 5391.81%-5389.9pp |
| Employer contribution / active EE | $0 | $9,748-100.0% | $19,764-100.0% | $9,748-100.0% |
| Participant deferral / active EE | $1,592 | $1,5920% | $2,885-44.8% | $1,5920% |
| Admin fee / account holder | $0 | $0 | $8,486-100.0% | - |