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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KAHN,LITWIN,RENZA&CO.LTD Service code 99 · EIN 05-0409384 951 NORTH MAIN STREET · PROVIDENCE, RI 02904 | Other Fees | $10,934 |
Filed as: BRIGHTHOUSE INSURANCE COMPANY Service code 13 · EIN 06-0566090 P.O. BOX 9146 · DES MOINES, IA 50306 | Contract Administrator | $1,123 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH MANAGEMENT&CO. INC Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $638 |
Service code 13 55 STAMP FARM ROAD · CRANSTON, RI 029213401 | Contract Administrator | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $90,704 | $37,196+143.9% | $154,108-41.1% | $55,725+62.8% |
| Participation rate | 19.4% | 64.1%-44.7pp | 83.0%-63.6pp | 70.9%-51.4pp |
| Annual return | 11.03% | 1319.68%-1308.6pp | 735.21%-724.2pp | 244.93%-233.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $925 | $2,068-55.3% | $5,081-81.8% | $3,356-72.4% |
| Admin fee / account holder | $14 | $102-86.0% | $13,411-99.9% | $115-87.6% |