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| Provider | Service type | Compensation |
|---|---|---|
CONNECTICUT WEALTH MANAGEMENT1+ years Filed as: CONNECTICUT CARPENTERS PENSION FUND Service code 13 · EIN 06-0738583 | Contract Administrator | $363,195 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $261,498 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $136,836 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $64,781 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
REID & RIEGE, P.C.1+ years Service code 29 · EIN 06-0867204 | Legal | $36,545 |
Filed as: BUCKLEY, FRAME, BOUDREAU & CO.,P.C. Service code 10 · EIN 06-0931761 | Accounting | $31,294 |
ANNMARIE ROMANO1+ years Service code 30 · EIN 06-1308364 | Employee (plan) | $30,903 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD MONARCA Service code 30 · EIN 06-1308364 | Employee (plan) | $26,565 |
LISA LINDAUER1+ years Filed as: LISA HUMPHREY Service code 30 · EIN 06-1308364 | Employee (plan) | $26,277 |
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 | $38,624 | $54,392-29.0% | $84,753-54.4% | $63,975-39.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 0.58% | 611.38%-610.8pp | 22.78%-22.2pp | 48.65%-48.1pp |
| Employer contribution / active EE | $6,793 | $2,943+130.8% | $3,574+90.0% | $2,182+211.4% |
| Participant deferral / active EE | $9 | $2,593-99.6% | $3,712-99.8% | $3,356-99.7% |
| Admin fee / account holder | $201 | $136+48.1% | $5,333-96.2% | $70+185.6% |