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| Provider | Service type | Compensation |
|---|---|---|
SMITH GRAHAM1+ years Filed as: SMITH GRAHAM & COMPANY Service code 27 · EIN 76-0301817 | Advisory (Plan) | $53,240 |
RI LABORERS HEALTH FUND1+ years Service code 99 · EIN 05-6010637 | Other Fees | $42,834 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 19 · EIN 04-1867445 | Securities Custodian | $40,950 |
ADMINISTRATION SERVICES INC.1+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 13 · EIN 05-0345198 | Contract Administrator | $36,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $27,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928058 | Pension Consulting | $26,643 |
STATE STREET GLOBAL ADVISORS1+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $21,829 |
CORRENTE LAW OFFICE1+ years Service code 29 · EIN 06-1484539 | Legal | $12,000 |
WARD FISHER & COMPANY1+ years Service code 10 · EIN 05-6016572 | Accounting | $11,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,416 | $48,096-70.0% | $75,784-81.0% | $67,505-78.6% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | -1.07% | 0.30%-1.4pp | 9.68%-10.7pp | 6.52%-7.6pp |
| Employer contribution / active EE | $1,403 | $2,549-44.9% | $3,323-57.8% | $2,173-35.4% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,652-100.0% | $3,597-100.0% |
| Admin fee / account holder | $44 | $82-46.8% | $5,300-99.2% | $56-22.2% |