| Provider | Service type | Compensation |
|---|---|---|
NASC PENSION FUND CCA3+ years Filed as: NEW ENGLAND CARPENTERS PENSION FUND Service code 99 · EIN 51-6040899 | Other Fees | $2,770,680 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,040,152 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $842,542 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 28 · EIN 51-0368279 | Investment Management | $831,641 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN GLOBAL VALUE Service code 28 · EIN 39-0551775 | Investment Management | $658,760 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-2886535 | Securities Custodian | $477,970 |
NASC PENSION FUND CCA3+ years Filed as: NE CARPENTERS PENSION FUND (CCA) Service code 14 · EIN 51-6040899 | Plan Administrator | $476,852 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $471,747 |
Service code 28 · EIN 91-1042342 | Investment Management | $465,091 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $381,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 11.63% | 1057.21%-1045.6pp | 8.32%+3.3pp | 1057.21%-1045.6pp |
| Employer contribution / active EE | $10,108 | $14,374-29.7% | $30,793-67.2% | $14,374-29.7% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |