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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 | $75,541-68.7% | $152,093-84.5% | $82,637-71.4% |
| Participation rate | 71.0% | 66.5%+4.4pp | 77.8%-6.8pp | 68.1%+2.9pp |
| Annual return | 12.04% | 32.56%-20.5pp | 66.36%-54.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,122 | $2,622-57.2% | $4,175-73.1% | $2,552-56.0% |
| Participant deferral / active EE | $2,739 | $3,206-14.6% | $5,451-49.8% | $4,126-33.6% |
| Admin fee / account holder | $76 | $6,405-98.8% | $14,497-99.5% | $7,339-99.0% |