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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $8,312 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,575 | $56,540-60.1% | $185,851-87.9% | $86,821-74.0% |
| Participation rate | 26.1% | 65.5%-39.4pp | 81.7%-55.6pp | 72.3%-46.2pp |
| Annual return | 18.70% | 118.20%-99.5pp | 122.11%-103.4pp | 97.94%-79.2pp |
| Employer contribution / active EE | $293 | $1,844-84.1% | $5,168-94.3% | $2,406-87.8% |
| Participant deferral / active EE | $1,073 | $2,555-58.0% | $5,569-80.7% | $4,132-74.0% |
| Admin fee / account holder | $82 | $150-45.1% | $16,245-99.5% | $170-51.5% |