Filed March 23, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $10,000 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $5,287 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,787 | $65,092-38.9% | $143,799-72.3% | $66,938-40.6% |
| Participation rate | 77.3% | 65.2%+12.1pp | 80.3%-3.0pp | 69.8%+7.5pp |
| Annual return | -16.96% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,171 | $2,362-50.4% | $4,952-76.4% | $2,545-54.0% |
| Participant deferral / active EE | $2,534 | $2,920-13.2% | $5,638-55.1% | $4,238-40.2% |
| Admin fee / account holder | $163 | $502-67.5% | $14,677-98.9% | $594-72.5% |