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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW ENGLAND CARPENTERS PENSION PLAN Service code 13 · EIN 04-2305512 | Contract Administrator | $681,345 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $327,003 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $208,232 |
PALO INFORMATICS LLC2 years Service code 15 · EIN 46-2647728 | Recordkeeping | $149,922 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 19 · EIN 94-1687665 | Securities Custodian | $130,649 |
REID & RIEGE, P.C.4+ years Service code 29 · EIN 06-0867204 | Legal | $118,255 |
Filed as: CONSTITUTION CAPITAL EQUITY PARTNER Service code 51 · EIN 74-3246212 | Investment Mgmt Fees | $93,114 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 42-2659023 | Advisory (Plan) | $84,278 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $65,829 |
SHENKMAN CAPITAL MANAGEMENT2 years Service code 51 461 FIFTH AVENUE 22ND FLOOR · NEW YORK, NY 10017 | Investment Mgmt Fees | $53,961 |
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 | $38,671 | $66,051-41.5% | $92,916-58.4% | $77,775-50.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 15.07% | 20.69%-5.6pp | 109.45%-94.4pp | 32.58%-17.5pp |
| Employer contribution / active EE | $6,841 | $3,426+99.7% | $3,654+87.3% | $2,504+173.2% |
| Participant deferral / active EE | $2 | $3,013-99.9% | $4,238-99.9% | $3,966-99.9% |
| Admin fee / account holder | $167 | $148+13.3% | $5,796-97.1% | $100+67.3% |