| Provider | Service type | Compensation |
|---|---|---|
NASC PENSION FUND CCA2+ years Filed as: NEW ENGLAND CARPENTERS PENSION FUND Service code 99 · EIN 51-6040899 | Other Fees | $2,612,059 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $912,541 |
GREAT POINT INVESTORS LLC2+ years Service code 28 · EIN 04-3406410 | Investment Management | $644,006 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN GLOBAL VALUE Service code 28 · EIN 39-0551775 | Investment Management | $559,914 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 28 · EIN 51-0368279 | Investment Management | $555,169 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $509,676 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-2886535 | Securities Custodian | $410,312 |
NASC PENSION FUND CCA2+ years Filed as: NE CARPENTERS PENSION FUND (CCA) Service code 14 · EIN 51-6040899 | Plan Administrator | $403,770 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $359,052 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS, L.P. Service code 28 · EIN 39-1807188 | Investment Management | $290,091 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 9.27% | 5.86%+3.4pp | 4.16%+5.1pp | 5.86%+3.4pp |
| Employer contribution / active EE | $9,752 | $10,137-3.8% | $29,966-67.5% | $10,137-3.8% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |