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| Provider | Service type | Compensation |
|---|---|---|
REHN & ASSOCIATES3+ years Service code 13 · EIN 91-1008626 | Contract Administrator | $60,132 |
VERUS3+ years Service code 16 · EIN 91-1320111 | Consulting | $55,000 |
TURNER, STOEVE & GAGLIARDI, P.S.3+ years Service code 29 · EIN 91-1282506 | Legal | $23,861 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $13,000 |
WASHINGTON TRUST BANK2 years Service code 28 · EIN 91-0462347 | Investment Management | $8,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $128,053 | $221,442-42.2% | $92,240+38.8% | $77,958+64.3% |
| Participation rate | 42.0% | 79.6%-37.6pp | 76.5%-34.5pp | 71.6%-29.6pp |
| Annual return | 16.22% | 15.65%+0.6pp | 176.29%-160.1pp | 20.87%-4.6pp |
| Employer contribution / active EE | $3,039 | $3,226-5.8% | $3,680-17.4% | $2,310+31.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $196 | $210-6.6% | $5,194-96.2% | $97+101.1% |