Filed January 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $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 | $23,760 | $72,770-67.3% | $67,652-64.9% | $55,191-56.9% |
| Participation rate | 15.0% | 78.8%-63.8pp | 75.7%-60.7pp | 69.2%-54.2pp |
| Annual return | 0.76% | -3.26%+4.0pp | 6625.04%-6624.3pp | 10.78%-10.0pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $497 | $3,408-85.4% | $3,560-86.0% | $3,046-83.7% |
| Admin fee / account holder | $9 | $79-88.4% | $4,821-99.8% | $91-89.9% |