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| Provider | Service type | Compensation |
|---|---|---|
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN ASSET MANAGEMENT Service code 27 · EIN 26-3368395 | Advisory (Plan) | $55,434 |
ULLICO2 years Filed as: UNION LABOR LIFE INSURANCE COM Service code 27 · EIN 13-1423090 | Advisory (Plan) | $50,483 |
RI LABORERS HEALTH FUND6+ years Service code 99 · EIN 05-6010637 | Other Fees | $50,137 |
SMITH GRAHAM6+ years Filed as: SMITH GRAHAM & COMPANY Service code 27 · EIN 76-0301817 | Advisory (Plan) | $48,263 |
THE SEGAL COMPANY4 years Filed as: SEGALMARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $39,125 |
ADMINISTRATION SERVICES INC.6+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 13 · EIN 05-0345198 | Contract Administrator | $36,000 |
CITIZENS BANK3 years Service code 19 · EIN 20-2635739 | Securities Custodian | $29,515 |
STATE STREET GLOBAL ADVISORS6+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $18,469 |
CORRENTE LAW OFFICE6+ years Service code 29 · EIN 06-1484539 | Legal | $18,000 |
WARD FISHER & COMPANY6+ years Service code 10 · EIN 05-6016572 | Accounting | $17,800 |
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 | $22,861 | $73,497-68.9% | $101,275-77.4% | $93,223-75.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 9.15% | 11.66%-2.5pp | 46.48%-37.3pp | 19.29%-10.1pp |
| Employer contribution / active EE | $1,982 | $3,600-45.0% | $3,660-45.9% | $2,680-26.1% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,371-100.0% | $4,563-100.0% |
| Admin fee / account holder | $49 | $121-59.5% | $5,948-99.2% | $79-38.1% |