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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,081 | $58,320-74.1% | $86,439-82.6% | $66,930-77.5% |
| Participation rate | 51.8% | 78.6%-26.8pp | 80.3%-28.6pp | 69.8%-18.1pp |
| Annual return | -17.87% | -9.71%-8.2pp | 4395.55%-4413.4pp | 1.57%-19.4pp |
| Employer contribution / active EE | $999 | $2,615-61.8% | $3,769-73.5% | $2,545-60.7% |
| Participant deferral / active EE | $3,634 | $6,899-47.3% | $6,952-47.7% | $4,238-14.3% |
| Admin fee / account holder | $8 | $546-98.6% | $6,732-99.9% | $593-98.7% |