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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 |
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 | $86,050-72.6% | $189,758-87.6% | $94,015-74.9% |
| Participation rate | 71.0% | 68.9%+2.1pp | 79.8%-8.8pp | 70.8%+0.1pp |
| Annual return | 12.04% | 17.77%-5.7pp | 52.62%-40.6pp | 17.84%-5.8pp |
| Employer contribution / active EE | $1,122 | $2,819-60.2% | $4,767-76.5% | $2,790-59.8% |
| Participant deferral / active EE | $2,739 | $3,349-18.2% | $5,856-53.2% | $4,249-35.6% |
| Admin fee / account holder | $76 | $6,627-98.8% | $20,388-99.6% | $8,951-99.1% |