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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTH ATLANTIC STATES CARP PENSION Service code 13 · EIN 04-2305512 | Contract Administrator | $1,016,684 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $607,186 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $317,834 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 13 · EIN 94-1687665 | Contract Administrator | $255,412 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 42-2659023 | Advisory (Plan) | $171,867 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $151,681 |
PALO INFORMATICS LLC4 years Service code 15 · EIN 46-2647728 | Recordkeeping | $124,697 |
REID & RIEGE, P.C.6+ years Service code 29 · EIN 06-0867204 | Legal | $115,522 |
EMPLOYEE 54 years Filed as: EMPLOYEE #8 Service code 30 10 BROADWAY · HAMDEN, CT 065182614 | Employee (plan) | $103,656 |
AMERICAN REALTY ADVISORS4 years Service code 28 · EIN 33-0123114 515 FLOWER STREET 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $101,708 |
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 | $50,004 | $65,673-23.9% | $109,191-54.2% | $106,520-53.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 11.98% | 15.69%-3.7pp | 25.76%-13.8pp | 19.28%-7.3pp |
| Employer contribution / active EE | $5,706 | $4,042+41.2% | $3,723+53.3% | $2,840+100.9% |
| Participant deferral / active EE | $1 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $209 | $107+94.8% | $6,756-96.9% | $75+179.8% |