| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON TRUST Service code 27 · EIN 04-1107280 | Advisory (Plan) | $144,260 |
Service code 28 · EIN 04-2929221 | Investment Management | $129,457 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH Service code 21 · EIN 01-0614895 | Bank Trustee | $113,384 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928058 | Actuarial | $105,952 |
ADMINISTRATION SERVICES INC.3+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $103,200 |
Filed as: PUTNAM INVESTMENTS Service code 21 · EIN 04-3225424 | Bank Trustee | $97,613 |
STATE STREET GLOBAL ADVISORS3+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $88,353 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET CORP Service code 19 · EIN 04-1867445 | Securities Custodian | $83,240 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $80,000 |
RI LABORERS HEALTH FUND3+ years Service code 99 · EIN 05-6010637 | Other Fees | $55,701 |
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 16.52% | 12.33%+4.2pp | 8.32%+8.2pp | 17.84%-1.3pp |
| Employer contribution / active EE | $9,584 | $11,641-17.7% | $30,793-68.9% | $14,688-34.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |