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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARFORD, CT 061991268 | Advisory (Participants) | $2,276 |
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.
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 | $54,875 | $66,601-17.6% | $92,909-40.9% | $67,579-18.8% |
| Participation rate | 21.5% | 72.5%-51.0pp | 76.0%-54.5pp | 71.3%-49.8pp |
| Annual return | 21.26% | 92.58%-71.3pp | 109.44%-88.2pp | 378.56%-357.3pp |
| Employer contribution / active EE | $597 | $2,775-78.5% | $3,653-83.6% | $2,148-72.2% |
| Participant deferral / active EE | $1,132 | $3,157-64.1% | $4,238-73.3% | $3,539-68.0% |
| Admin fee / account holder | $40 | $199-79.9% | $5,795-99.3% | $142-71.9% |