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| Provider | Service type | Compensation |
|---|---|---|
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT Service code 27 · EIN 26-3368395 | Advisory (Plan) | $53,820 |
RI LABORERS HEALTH FUND4+ years Service code 99 · EIN 05-6010637 | Other Fees | $47,469 |
THE SEGAL COMPANY2 years Filed as: SEGALMARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,000 |
ADMINISTRATION SERVICES INC.4+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 13 · EIN 05-0345198 | Contract Administrator | $36,000 |
SMITH GRAHAM4+ years Filed as: SMITH GRAHAM & COMPANY Service code 27 · EIN 76-0301817 | Advisory (Plan) | $26,876 |
CORRENTE LAW OFFICE4+ years Service code 29 · EIN 06-1484539 | Legal | $18,000 |
CITIZENS BANK1 year Service code 19 · EIN 20-2635739 | Securities Custodian | $17,482 |
STATE STREET GLOBAL ADVISORS4+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $14,629 |
WARD FISHER & COMPANY4+ years Service code 10 · EIN 05-6016572 | Accounting | $14,200 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928058 | Pension Consulting | $12,000 |
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 | $17,063 | $57,255-70.2% | $83,831-79.6% | $68,904-75.2% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.1%+23.9pp | 74.1%+25.9pp |
| Annual return | -3.92% | -0.34%-3.6pp | 850.99%-854.9pp | 1.07%-5.0pp |
| Employer contribution / active EE | $1,981 | $3,341-40.7% | $3,631-45.4% | $2,540-22.0% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $39 | $103-61.8% | $5,479-99.3% | $71-44.6% |