See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,339 | $63,356-22.1% | $103,333-52.3% | $106,382-53.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.9%+30.1pp |
| Annual return | 7.50% | 14.77%-7.3pp | 24.88%-17.4pp | 17.37%-9.9pp |
| Employer contribution / active EE | $5,903 | $4,310+37.0% | $3,868+52.6% | $3,364+75.5% |
| Participant deferral / active EE | $1 | $3,479-100.0% | $5,057-100.0% | $5,569-100.0% |
| Admin fee / account holder | $248 | $110+125.1% | $8,355-97.0% | $79+213.0% |