| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWTON INVESTMENT MGMT N AMERICA Service code 28 · EIN 86-1751460 | Investment Management | $216,162 |
ACADIAN ASSET MANAGEMENT LLC7 years Service code 28 · EIN 04-2929221 | Investment Management | $162,412 |
THE SEGAL COMPANY2 years Filed as: SEGAL CO. Service code 11 · EIN 13-1928058 | Actuarial | $150,465 |
Filed as: PUTNAM INVESTMENTS Service code 28 · EIN 04-3225424 | Investment Management | $120,056 |
ADMINISTRATION SERVICES INC.9+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $114,000 |
CITIZENS BANK6 years Service code 19 · EIN 20-2635739 | Securities Custodian | $100,668 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $84,500 |
ULLICO2 years Filed as: UNION LABOR LIFE INS. COMANY Service code 28 · EIN 13-1423090 | Investment Management | $50,080 |
INTECH INVESTMENT MANAGEMENT LLC9+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $49,822 |
RI LABORERS HEALTH FUND9+ years Service code 99 · EIN 05-6010637 | Other Fees | $48,795 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.69% | 7.95%+3.7pp | 20.18%-8.5pp | 9.11%+2.6pp |
| Employer contribution / active EE | $10,255 | $14,684-30.2% | $29,108-64.8% | $12,231-16.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |