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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTH ATLANTIC STATES CARP PENSION Service code 13 · EIN 04-2305512 | Contract Administrator | $1,985,474 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $514,116 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $253,117 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 42-2659023 | Advisory (Plan) | $249,462 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 13 · EIN 94-1687665 | Contract Administrator | $245,119 |
INVESCO2 years Filed as: INVESCO ADVISERS, INC Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $238,714 |
AMERICAN REALTY ADVISORS6 years Service code 28 · EIN 33-0123114 515 FLOWER STREET 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $170,223 |
EMPLOYEE 51 year Filed as: EMPLOYEE #21 Service code 30 10 BROADWAY · HAMDEN, CT 065182614 | Employee (plan) | $120,435 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $110,905 |
REID & RIEGE, P.C.8+ years Service code 29 · EIN 06-0867204 | Legal | $107,489 |
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 | $47,935 | $55,730-14.0% | $96,543-50.3% | $96,393-50.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 8.30% | 12.78%-4.5pp | 35.75%-27.4pp | 22.88%-14.6pp |
| Employer contribution / active EE | $5,680 | $4,014+41.5% | $3,741+51.9% | $3,239+75.4% |
| Participant deferral / active EE | $1 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $260 | $105+146.8% | $6,737-96.1% | $74+252.3% |