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| Provider | Service type | Compensation |
|---|---|---|
PIERCE ATWOOD LLP3 years Service code 14 · EIN 01-0190452 | Plan Administrator | $625,505 |
Service code 11 · EIN 38-1691268 | Actuarial | $183,763 |
MERCER4+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $156,500 |
TAWSHUNSKY LAW FIRM PLLC2 years Service code 29 1455 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20004 | Legal | $52,642 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $49,001 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $34,500 |
Service code 29 61 WEYBOSSET STREET · PROVIDENCE, RI 02903 | Legal | $26,110 |
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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 | $239,436-100.0% | $227,282-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | 10.42% | 10.53%-0.1pp | 10.75%-0.3pp | 9.30%+1.1pp |
| Employer contribution / active EE | $0 | $37,404-100.0% | $35,165-100.0% | $43,746-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |