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| Provider | Service type | Compensation |
|---|---|---|
THE HARTFORD1+ years Filed as: HARFTFORD LIFE INSURANCE Service code 15 · EIN 06-0974148 | Recordkeeping | $0 |
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 | $25,137 | $50,464-50.2% | $75,784-66.8% | $52,331-52.0% |
| Participation rate | 35.7% | 66.8%-31.1pp | 75.8%-40.1pp | 68.1%-32.4pp |
| Annual return | -1.89% | 1.03%-2.9pp | 9.68%-11.6pp | 4.54%-6.4pp |
| Employer contribution / active EE | $1,311 | $1,988-34.1% | $3,323-60.5% | $1,882-30.3% |
| Participant deferral / active EE | $2,409 | $2,570-6.3% | $3,652-34.0% | $3,022-20.3% |
| Admin fee / account holder | $16 | $1,103-98.5% | $5,300-99.7% | $592-97.2% |