| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: MELLON TRUST Service code 27 · EIN 04-1107280 | Advisory (Plan) | $267,262 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH Service code 21 · EIN 01-0614895 | Bank Trustee | $166,920 |
ACADIAN ASSET MANAGEMENT LLC5 years Service code 28 · EIN 04-2929221 | Investment Management | $157,826 |
Filed as: PUTNAM INVESTMENTS Service code 21 · EIN 04-3225424 | Bank Trustee | $123,949 |
ADMINISTRATION SERVICES INC.7+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $103,200 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928058 | Actuarial | $98,419 |
CITIZENS BANK4 years Service code 19 · EIN 20-2635739 | Securities Custodian | $92,260 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $83,750 |
ULLICO2 years Filed as: UNION LABOR LIFE INS. COMPANY Service code 27 · EIN 13-1423090 | Advisory (Plan) | $59,383 |
RI LABORERS HEALTH FUND7+ years Service code 99 · EIN 05-6010637 | Other Fees | $49,866 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.15% | 19.37%-6.2pp | 11.08%+2.1pp | 15.63%-2.5pp |
| Employer contribution / active EE | $9,421 | $13,107-28.1% | $28,418-66.8% | $11,476-17.9% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |