| Provider | Service type | Compensation |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 21 · EIN 01-0614895 | Bank Trustee | $163,015 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON TRUST Service code 27 · EIN 04-1107280 | Advisory (Plan) | $144,911 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928058 | Actuarial | $110,650 |
ADMINISTRATION SERVICES INC.1+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $103,200 |
Filed as: PUTNAM INVESTMENTS Service code 21 · EIN 04-3225424 | Bank Trustee | $81,610 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORP Service code 19 · EIN 04-1867445 | Securities Custodian | $80,529 |
RI LABORERS HEALTH FUND1+ years Service code 99 · EIN 05-6010637 | Other Fees | $62,171 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
WARD FISHER & COMPANY1+ years Service code 10 · EIN 05-6016572 | Accounting | $19,000 |
CORRENTE LAW OFFICE1+ years Filed as: CORRENTE LAW OFFICES Service code 29 · EIN 06-1484539 | Legal | $18,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.08% | 1.36%-0.3pp | -1.61%+2.7pp | 1.67%-0.6pp |
| Employer contribution / active EE | $9,341 | $10,832-13.8% | $30,840-69.7% | $10,506-11.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |