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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTH ATLANTIC STATES CARP PENSION Service code 13 · EIN 04-2305512 | Contract Administrator | $2,195,941 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $443,965 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS PTY LTD. Service code 28 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $441,621 |
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 42-2659023 | Advisory (Plan) | $259,462 |
Filed as: BNY MELLON INVESTMENT ADVISOR, INC. Service code 51 · EIN 13-5673135 | Investment Mgmt Fees | $250,719 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 13 · EIN 94-1687665 | Contract Administrator | $229,549 |
INVESCO3 years Filed as: INVESCO ADVISERS, INC Service code 51 · EIN 58-1707262 1331 SPRING STREET NW, SUITE 2500 · ATLANTA, GA 30309 | Investment Mgmt Fees | $215,927 |
AMERICAN REALTY ADVISORS7 years Service code 28 · EIN 33-0123114 515 FLOWER STREET 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $150,971 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $103,982 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES TRUST COMPANY, LP Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $93,120 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,339 | $63,356-22.1% | $102,437-51.8% | $106,553-53.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 7.50% | 14.77%-7.3pp | 24.95%-17.4pp | 17.37%-9.9pp |
| Employer contribution / active EE | $5,903 | $4,310+37.0% | $3,871+52.5% | $3,359+75.8% |
| Participant deferral / active EE | $1 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $248 | $110+125.1% | $8,388-97.0% | $80+211.4% |