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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Contract Administrator | $7,190 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MGMT CO INC Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,379 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,014 | $89,367+436.0% | $141,191+239.3% | $72,975+556.4% |
| Participation rate | 96.1% | 75.1%+21.0pp | 82.5%+13.6pp | 69.5%+26.6pp |
| Annual return | 22.52% | 111.87%-89.3pp | 71.41%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $8,629 | $3,115+177.0% | $4,736+82.2% | $2,440+253.6% |
| Participant deferral / active EE | $10,508 | $5,419+93.9% | $6,710+56.6% | $3,608+191.3% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |