| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: MELLON TRUST Service code 27 · EIN 04-1107280 | Advisory (Plan) | $216,285 |
ACADIAN ASSET MANAGEMENT LLC6 years Service code 28 · EIN 04-2929221 | Investment Management | $164,277 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: INTECH Service code 21 · EIN 01-0614895 | Bank Trustee | $152,717 |
THE SEGAL COMPANY1 year Filed as: SEGAL CO. Service code 11 · EIN 13-1928058 | Actuarial | $127,161 |
Filed as: PUTNAM INVESTMENTS Service code 21 · EIN 04-3225424 | Bank Trustee | $121,743 |
ADMINISTRATION SERVICES INC.8+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $103,200 |
CITIZENS BANK5 years Service code 19 · EIN 20-2635739 | Securities Custodian | $99,167 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $84,500 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO. (EASTERN STATES)INC. Service code 70 · EIN 13-1835864 | Consulting Fees | $82,822 |
ULLICO1 year Filed as: UNION LABOR LIFE INS. COMANY Service code 27 · EIN 13-1423090 | Advisory (Plan) | $55,617 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.93% | -7.95%-4.0pp | -5.85%-6.1pp | 23.41%-35.3pp |
| Employer contribution / active EE | $10,346 | $13,972-26.0% | $31,839-67.5% | $12,650-18.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |