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| Provider | Service type | Compensation |
|---|---|---|
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT Service code 27 · EIN 26-3368395 | Advisory (Plan) | $45,783 |
RI LABORERS HEALTH FUND3+ years Service code 99 · EIN 05-6010637 | Other Fees | $44,601 |
SMITH GRAHAM3+ years Filed as: SMITH GRAHAM & COMPANY Service code 27 · EIN 76-0301817 | Advisory (Plan) | $38,008 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET CORPORATION Service code 19 · EIN 04-1867445 | Securities Custodian | $38,008 |
THE SEGAL COMPANY1 year Filed as: SEGALMARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,000 |
ADMINISTRATION SERVICES INC.3+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 13 · EIN 05-0345198 | Contract Administrator | $36,000 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928058 | Pension Consulting | $14,183 |
WARD FISHER & COMPANY3+ years Service code 10 · EIN 05-6016572 | Accounting | $12,700 |
CORRENTE LAW OFFICE3+ years Service code 29 · EIN 06-1484539 | Legal | $12,000 |
STATE STREET GLOBAL ADVISORS3+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $10,171 |
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 | $17,763 | $59,184-70.0% | $92,240-80.7% | $177,276-90.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 10.67% | 15.88%-5.2pp | 176.29%-165.6pp | 21.25%-10.6pp |
| Employer contribution / active EE | $1,737 | $2,985-41.8% | $3,680-52.8% | $2,479-29.9% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $41 | $98-57.9% | $5,194-99.2% | $154-73.1% |