| Provider | Service type | Compensation |
|---|---|---|
NASC PENSION FUND CCA1+ years Filed as: NEW ENGLAND CARPENTERS PENSION FUND Service code 99 · EIN 51-6040899 | Other Fees | $2,432,662 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $853,933 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN GLOBAL VALUE Service code 28 · EIN 39-0551775 | Investment Management | $590,405 |
GREAT POINT INVESTORS LLC1+ years Service code 28 · EIN 04-3406410 | Investment Management | $588,571 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 28 · EIN 51-0368279 | Investment Management | $561,458 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $501,141 |
NASC PENSION FUND CCA1+ years Filed as: NE CARPENTERS PENSION FUND (CCA) Service code 14 · EIN 51-6040899 | Plan Administrator | $451,347 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-2886535 | Securities Custodian | $412,812 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $323,774 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS L.P. Service code 28 · EIN 39-1807188 | Investment Management | $294,111 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $115,244-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 33.3%-33.3pp | 9.2%-9.2pp |
| Annual return | 0.42% | -0.08%+0.5pp | -1.61%+2.0pp | -0.08%+0.5pp |
| Employer contribution / active EE | $8,765 | $7,991+9.7% | $30,840-71.6% | $7,991+9.7% |
| Participant deferral / active EE | $0 | $325-100.0% | $41-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $3,433-100.0% | $275-100.0% |