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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $454,499 |
IUOE LOCAL 138 WELFARE FUND2+ years Service code 49 · EIN 11-1628170 | Other Services | $215,373 |
EATON VANCE2+ years Service code 28 · EIN 04-3101341 | Investment Management | $166,452 |
Filed as: AFL-CIO BIT Service code 28 · EIN 52-6328901 | Investment Management | $146,428 |
TOCQUEVILLE ASSET MANAGEMENT2+ years Filed as: TOCQUEVILLE Service code 28 40 WEST 57TH ST. · NEW YORK, NY 10019 | Investment Management | $134,923 |
IUOE LOCAL 138, 138A, 138B, 138C2+ years Service code 49 · EIN 11-0908470 | Other Services | $125,476 |
IUOE LOCAL 138 APPRENTICE FUND2+ years Service code 49 · EIN 11-2000172 | Other Services | $109,301 |
AMALGAMATED BANK2+ years Service code 28 · EIN 13-4920330 | Investment Management | $96,958 |
BLACKROCK2+ years Service code 28 · EIN 20-5319476 | Investment Management | $91,107 |
Filed as: ARCHER BYINGTON GLENNON & LEVINE Service code 29 · EIN 26-0873462 | Legal | $77,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $0 | $89,274-100.0% | $149,721-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 5.50% | 20.36%-14.9pp | 1501.67%-1496.2pp | 20.87%-15.4pp |
| Employer contribution / active EE | $7,504 | $3,727+101.4% | $5,444+37.8% | $2,310+224.8% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,282-100.0% | $97-100.0% |