| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON TRUST Service code 27 · EIN 04-1107280 | Advisory (Plan) | $203,492 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: INTECH Service code 21 · EIN 01-0614895 | Bank Trustee | $128,902 |
ACADIAN ASSET MANAGEMENT LLC4 years Service code 28 · EIN 04-2929221 | Investment Management | $121,910 |
Filed as: PUTNAM INVESTMENTS Service code 21 · EIN 04-3225424 | Bank Trustee | $113,748 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928058 | Actuarial | $105,853 |
ADMINISTRATION SERVICES INC.6+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $103,200 |
CITIZENS BANK3 years Service code 19 · EIN 20-2635739 | Securities Custodian | $82,262 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $82,250 |
ULLICO1 year Filed as: UNION LABOR LIFE INS. COMPANY Service code 27 · EIN 13-1423090 | Advisory (Plan) | $57,960 |
RI LABORERS HEALTH FUND6+ years Service code 99 · EIN 05-6010637 | Other Fees | $50,773 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.51% | 6.82%+5.7pp | 8.01%+4.5pp | 12.86%-0.4pp |
| Employer contribution / active EE | $9,591 | $12,695-24.5% | $29,476-67.5% | $13,687-29.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |