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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $15,004 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,008 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,618 | $76,407-69.1% | $150,298-84.3% | $82,448-71.4% |
| Participation rate | 71.0% | 66.4%+4.6pp | 77.8%-6.8pp | 68.1%+2.9pp |
| Annual return | 12.04% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,122 | $2,614-57.1% | $4,154-73.0% | $2,551-56.0% |
| Participant deferral / active EE | $2,739 | $3,214-14.8% | $5,453-49.8% | $4,139-33.8% |
| Admin fee / account holder | $76 | $6,352-98.8% | $14,116-99.5% | $7,234-98.9% |