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| Provider | Service type | Compensation |
|---|---|---|
THE HARTFORD3+ years Filed as: HARTFORD RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,272 | $80,753-81.1% | $136,298-88.8% | $62,293-75.5% |
| Participation rate | 50.9% | 73.5%-22.7pp | 81.9%-31.1pp | 69.5%-18.7pp |
| Annual return | 19.96% | 35.83%-15.9pp | 5156.27%-5136.3pp | 28.90%-8.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $547 | $5,164-89.4% | $6,247-91.2% | $3,169-82.7% |
| Admin fee / account holder | $14 | $525-97.4% | $9,244-99.8% | $479-97.1% |