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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW ENGLAND CARPENTERS PENSION PLAN Service code 13 · EIN 04-2305512 | Contract Administrator | $407,316 |
HARBOURVEST PARTNERS LP1 year Filed as: HARBOURVEST PARTNERS, LLC Service code 52 ONE FINANCIAL CENTER 44TH FLOOR · BOSTON, MA 02111 | Indirect Investment Fees | $343,517 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $324,961 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $169,132 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 42-2659023 | Advisory (Plan) | $101,556 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $75,824 |
REID & RIEGE, P.C.3+ years Service code 29 · EIN 06-0867204 | Legal | $75,368 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 19 · EIN 94-1687665 | Securities Custodian | $71,176 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $65,133 |
Filed as: RBC GLOBAL ASSET MANAGEMENT, INC. Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $49,350 |
Participant contribution per participant 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 | $35,764 | $60,396-40.8% | $83,831-57.3% | $75,289-52.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 30.43% | 3.84%+26.6pp | 850.99%-820.6pp | -0.04%+30.5pp |
| Employer contribution / active EE | $6,864 | $3,343+105.3% | $3,631+89.0% | $2,405+185.4% |
| Participant deferral / active EE | $6 | $2,922-99.8% | $4,082-99.9% | $3,739-99.8% |
| Admin fee / account holder | $185 | $141+31.3% | $5,479-96.6% | $102+81.3% |