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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 51-0523358 77 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Plan Administrator | $2,545 |
AMERICAN FUNDS1+ years Filed as: CAPITAL BANK & TRUST Service code 15 | Recordkeeping | $750 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,867 | $52,961-77.6% | $172,755-93.1% | $65,185-81.8% |
| Participation rate | 13.3% | 66.2%-52.9pp | 82.6%-69.4pp | 70.2%-56.9pp |
| Annual return | 18.55% | 30.12%-11.6pp | 802.94%-784.4pp | 29.38%-10.8pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $508 | $2,471-79.4% | $5,198-90.2% | $3,514-85.5% |
| Admin fee / account holder | $52 | $472-88.9% | $13,955-99.6% | $847-93.8% |