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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $38,130 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,543 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,856 | $101,653+53.3% | $147,080+6.0% | $74,459+109.3% |
| Participation rate | 95.5% | 75.6%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 14.35% | 8754.98%-8740.6pp | 420.17%-405.8pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $14,042 | $3,813+268.2% | $4,933+184.6% | $2,626+434.8% |
| Participant deferral / active EE | $14,981 | $7,304+105.1% | $8,066+85.7% | $4,350+244.4% |
| Admin fee / account holder | $294 | $1,752-83.2% | $12,989-97.7% | $1,945-84.9% |