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| Provider | Service type | Compensation |
|---|---|---|
REHN & ASSOCIATES2+ years Service code 13 · EIN 91-1008626 | Contract Administrator | $58,380 |
VERUS2+ years Service code 16 · EIN 91-1320111 | Consulting | $50,000 |
TURNER, STOEVE & GAGLIARDI, P.S.2+ years Service code 29 · EIN 91-1282506 | Legal | $15,869 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $13,000 |
WASHINGTON TRUST BANK1 year Service code 28 · EIN 91-0462347 | Investment Management | $12,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,423 | $54,392+104.9% | $84,753+31.5% | $63,975+74.2% |
| Participation rate | 45.7% | 76.9%-31.2pp | 76.6%-30.9pp | 71.1%-25.4pp |
| Annual return | 7.93% | 611.38%-603.4pp | 22.78%-14.9pp | 48.65%-40.7pp |
| Employer contribution / active EE | $2,714 | $2,943-7.8% | $3,574-24.1% | $2,182+24.4% |
| Participant deferral / active EE | $1 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $182 | $136+33.8% | $5,333-96.6% | $70+158.0% |