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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST CARPENTERS HEALTH FUND Service code 13 · EIN 22-6032181 | Contract Administrator | $1,048,723 |
Filed as: NORTH ATLANTIC STATES CARP PENSION Service code 13 · EIN 04-2305512 | Contract Administrator | $766,883 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $443,762 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $261,743 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $138,560 |
REID & RIEGE, P.C.5+ years Service code 29 · EIN 06-0867204 | Legal | $136,840 |
PALO INFORMATICS LLC3 years Service code 15 · EIN 46-2647728 | Recordkeeping | $87,946 |
EMPLOYEE 52 years Filed as: EMPLOYEE #11 Service code 30 10 BROADWAY · HAMDEN, CT 065182614 | Employee (plan) | $82,602 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $70,030 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $67,933 |
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 | $47,707 | $52,155-8.5% | $101,275-52.9% | $106,273-55.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 133.82% | 13.07%+120.8pp | 46.46%+87.4pp | 21.70%+112.1pp |
| Employer contribution / active EE | $5,442 | $3,414+59.4% | $3,660+48.7% | $2,722+99.9% |
| Participant deferral / active EE | $1 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $166 | $102+63.5% | $5,948-97.2% | $78+112.0% |