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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $9,413 |
DUNBAR ASSOCIATES, LLC1+ years Filed as: DUNBAR ASSOCIATES LLC Service code 27 · EIN 06-1426359 71 TURKEY ROOST RD. · MONROE, CT 06418 | Advisory (Plan) | $2,002 |
THE BENEFIT PRACTICE1+ years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Contract Administrator | $800 |
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.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,937 | $129,227-97.7% | $184,260-98.4% | $77,736-96.2% |
| Participation rate | 59.1% | 87.4%-28.2pp | 86.8%-27.7pp | 70.6%-11.5pp |
| Annual return | 0.00% | 33.24%-33.2pp | 28.84%-28.8pp | 31.26%-31.3pp |
| Employer contribution / active EE | $293 | $4,412-93.4% | $6,427-95.4% | $2,728-89.3% |
| Participant deferral / active EE | $393 | $7,307-94.6% | $9,133-95.7% | $4,651-91.6% |
| Admin fee / account holder | $32 | $256-87.3% | $13,898-99.8% | $433-92.5% |