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| Provider | Service type | Compensation |
|---|---|---|
SMITH GRAHAM7+ years Filed as: SMITH GRAHAM & COMPANY Service code 27 · EIN 76-0301817 | Advisory (Plan) | $117,865 |
ACADIAN ASSET MANAGEMENT LLC6 years Filed as: ACADIAN ASSET MANAGEMENT Service code 27 · EIN 26-3368395 | Advisory (Plan) | $71,764 |
RI LABORERS HEALTH FUND7+ years Service code 99 · EIN 05-6010637 | Other Fees | $55,130 |
ULLICO3 years Filed as: UNION LABOR LIFE INSURANCE COM Service code 27 · EIN 13-1423090 | Advisory (Plan) | $51,715 |
THE SEGAL COMPANY5 years Filed as: SEGALMARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $39,875 |
ADMINISTRATION SERVICES INC.7+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 13 · EIN 05-0345198 | Contract Administrator | $36,000 |
CITIZENS BANK4 years Service code 19 · EIN 20-2635739 | Securities Custodian | $33,918 |
STATE STREET GLOBAL ADVISORS7+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $23,866 |
WARD FISHER & COMPANY7+ years Service code 10 · EIN 05-0234540 | Accounting | $19,800 |
CORRENTE LAW OFFICE7+ years Service code 29 · EIN 06-1484539 | Legal | $18,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,733 | $80,412-69.2% | $109,173-77.3% | $101,555-75.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 8.63% | 16.17%-7.5pp | 25.75%-17.1pp | 21.00%-12.4pp |
| Employer contribution / active EE | $2,117 | $3,731-43.3% | $3,723-43.1% | $2,972-28.8% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,654-100.0% | $4,874-100.0% |
| Admin fee / account holder | $60 | $135-55.8% | $6,755-99.1% | $139-57.3% |