Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $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.
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 | $7,681 | $49,255-84.4% | $70,494-89.1% | $79,856-90.4% |
| Participation rate | 22.4% | 69.2%-46.8pp | 75.1%-52.7pp | 69.6%-47.3pp |
| Annual return | 11.60% | 30.10%-18.5pp | 109.16%-97.6pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $886 | $2,768-68.0% | $3,711-76.1% | $3,741-76.3% |
| Admin fee / account holder | $18 | $2,879-99.4% | $3,848-99.5% | $5,306-99.7% |