Filed November 17, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $297,000 |
BRINKER CAPITAL10+ years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $78,987 |
PENCHECKS1 year Service code 21 · EIN 27-1689528 | Bank Trustee | $20,795 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $325,553-100.0% | $325,553-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.9%-43.9pp |
| Annual return | 2.33% | 9.11%-6.8pp | 9.14%-6.8pp | 13.05%-10.7pp |
| Employer contribution / active EE | $0 | $46,869-100.0% | $40,511-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,074-100.0% |