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| Provider | Service type | Compensation |
|---|---|---|
RI LABORERS HEALTH FUND2+ years Service code 99 · EIN 05-6010637 | Other Fees | $44,709 |
SMITH GRAHAM2+ years Filed as: SMITH GRAHAM & COMPANY Service code 27 · EIN 76-0301817 | Advisory (Plan) | $42,284 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 19 · EIN 04-1867445 | Securities Custodian | $40,655 |
ADMINISTRATION SERVICES INC.2+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 13 · EIN 05-0345198 | Contract Administrator | $36,000 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $33,000 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 27 · EIN 26-3368395 | Advisory (Plan) | $19,305 |
STATE STREET GLOBAL ADVISORS2+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $13,012 |
WARD FISHER & COMPANY2+ years Service code 10 · EIN 05-6016572 | Accounting | $12,100 |
CORRENTE LAW OFFICE2+ years Service code 29 · EIN 06-1484539 | Legal | $12,000 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928058 | Pension Consulting | $11,500 |
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 | $15,886 | $50,626-68.6% | $84,753-81.3% | $65,292-75.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 7.34% | 5.34%+2.0pp | 22.78%-15.4pp | 11.84%-4.5pp |
| Employer contribution / active EE | $1,820 | $3,033-40.0% | $3,574-49.1% | $2,302-20.9% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $40 | $97-59.0% | $5,333-99.3% | $57-31.0% |