Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONNECTICUT CARPENTERS PENSION PLAN Service code 13 · EIN 06-0738583 | Contract Administrator | $290,084 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $237,410 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $116,835 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $60,193 |
REID & RIEGE, P.C.2+ years Service code 29 · EIN 06-0867204 | Legal | $52,370 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,125 |
ANNMARIE ROMANO2+ years Service code 30 · EIN 06-1308364 | Employee (plan) | $35,733 |
DOM PARILLO1 year Service code 30 · EIN 06-1308364 | Employee (plan) | $33,104 |
LISA LINDAUER2+ years Filed as: LISA HUMPHREY Service code 30 · EIN 06-1308364 | Employee (plan) | $30,978 |
RICHARD J. WOLF & COMPANY2+ years Filed as: RICHARD MONARCA Service code 30 · EIN 06-1308364 | Employee (plan) | $27,663 |
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 | $45,727 | $221,442-79.4% | $92,240-50.4% | $77,958-41.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 7.39% | 15.65%-8.3pp | 176.29%-168.9pp | 20.87%-13.5pp |
| Employer contribution / active EE | $5,352 | $3,226+65.9% | $3,680+45.4% | $2,310+131.6% |
| Participant deferral / active EE | $13 | $2,779-99.5% | $3,897-99.7% | $3,537-99.6% |
| Admin fee / account holder | $156 | $210-25.5% | $5,194-97.0% | $97+60.3% |