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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES UNITED BANK1+ years Filed as: M & T INVESMENT GROUP Service code 18 25 S. CHARLES STREET · BALTIMORE, MD 21201 | Investment management; Other investme... | $140,361 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,821 | $70,002+174.0% | $115,038+66.7% | $52,331+266.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 1.16% | 4.04%-2.9pp | 26.14%-25.0pp | 4.54%-3.4pp |
| Employer contribution / active EE | $8,735 | $2,715+221.8% | $4,608+89.6% | $1,882+364.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1,279 | $566+126.0% | $8,175-84.4% | $592+116.2% |