| Provider | Service type | Compensation |
|---|---|---|
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LMTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $1,129,425 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $897,000 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $807,942 |
Filed as: BNY MELLON INV MGMT CAYMAN LTD Service code 28 | Investment Management | $590,384 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $569,855 |
Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $565,155 |
NASC PENSION FUND CCA2 years Filed as: NE CARPENTERS PENSION FUND CCA Service code 14 · EIN 51-6040899 | Plan Administrator | $465,739 |
Filed as: J.P. MORGAN CHASE BANK NATL ASSOC. Service code 28 · EIN 13-4994650 | Investment Management | $372,139 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $308,610 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $255,501 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.52% | 24.48%-9.0pp | 10.56%+5.0pp | 24.48%-9.0pp |
| Employer contribution / active EE | $10,980 | $9,418+16.6% | $30,199-63.6% | $9,418+16.6% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |