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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA/MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $478,667 |
EATON VANCE4+ years Service code 28 · EIN 04-3101341 | Investment Management | $348,153 |
IUOE LOCAL 138 WELFARE FUND4+ years Service code 49 · EIN 11-1628170 | Other Services | $235,396 |
IUOE LOCAL 138 APPRENTICE FUND4+ years Service code 49 · EIN 11-2000172 | Other Services | $172,529 |
TOCQUEVILLE ASSET MANAGEMENT4+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $164,793 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 28 · EIN 52-6328901 | Investment Management | $162,294 |
BLACKROCK4+ years Service code 28 · EIN 20-5319476 | Investment Management | $156,797 |
138 BOULEVARD CORPORATION2 years Service code 49 · EIN 11-6010819 | Other Services | $135,170 |
IUOE LOCAL 138, 138A, 138B, 138C4+ years Service code 49 · EIN 11-0908470 | Other Services | $121,382 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $117,001 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,585 | $95,776+23.8% | $162,185-26.9% | $77,775+52.5% |
| Participation rate | 95.7% | 88.6%+7.0pp | 87.6%+8.1pp | 73.2%+22.5pp |
| Annual return | 4.23% | 37.03%-32.8pp | 115.61%-111.4pp | 32.58%-28.4pp |
| Employer contribution / active EE | $9,013 | $3,874+132.7% | $5,613+60.6% | $2,504+260.0% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $1,133 | $88+1192.1% | $10,844-89.6% | $100+1032.1% |