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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 | $78,690-70.0% | $161,489-85.4% | $87,485-73.0% |
| Participation rate | 71.0% | 67.5%+3.5pp | 78.7%-7.7pp | 68.9%+2.0pp |
| Annual return | 12.04% | 32.74%-20.7pp | 89.72%-77.7pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,122 | $2,588-56.7% | $4,268-73.7% | $2,596-56.8% |
| Participant deferral / active EE | $2,739 | $3,311-17.3% | $5,630-51.4% | $4,274-35.9% |
| Admin fee / account holder | $76 | $6,724-98.9% | $16,006-99.5% | $7,775-99.0% |