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| Provider | Service type | Compensation |
|---|---|---|
THE HARTFORD1+ years Filed as: HARTFORD LIFE INS CO. Service code 15 · EIN 06-0974148 | Recordkeeping | $11,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,902 | $37,117-62.5% | $147,618-90.6% | $55,191-74.8% |
| Participation rate | 29.7% | 63.6%-33.9pp | 84.6%-54.9pp | 69.2%-39.5pp |
| Annual return | 14.25% | 3.44%+10.8pp | 61.98%-47.7pp | 10.78%+3.5pp |
| Employer contribution / active EE | $851 | $1,620-47.5% | $5,565-84.7% | $1,899-55.2% |
| Participant deferral / active EE | $1,596 | $1,985-19.6% | $4,895-67.4% | $3,046-47.6% |
| Admin fee / account holder | $47 | $86-45.0% | $11,612-99.6% | $91-48.1% |