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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA/MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $367,974 |
EATON VANCE5+ years Service code 28 · EIN 04-3101341 | Investment Management | $348,391 |
IUOE LOCAL 138 APPRENTICE FUND5+ years Service code 49 · EIN 11-2000172 | Other Services | $271,886 |
IUOE LOCAL 138, 138A, 138B, 138C5+ years Service code 49 · EIN 11-0908470 | Other Services | $238,962 |
IUOE LOCAL 138 WELFARE FUND5+ years Service code 49 · EIN 11-1628170 | Other Services | $221,330 |
BLACKROCK5+ years Service code 28 · EIN 20-5319476 | Investment Management | $160,790 |
TOCQUEVILLE ASSET MANAGEMENT5+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $147,111 |
Filed as: AFL-CIO BIT Service code 28 · EIN 52-6328901 | Investment Management | $124,451 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $120,888 |
DAHAB ASSOCIATES5+ years Service code 28 · EIN 11-2783874 | Investment Management | $103,297 |
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 | $135,422 | $110,699+22.3% | $177,839-23.9% | $90,274+50.0% |
| Participation rate | 93.8% | 88.3%+5.4pp | 87.7%+6.1pp | 73.4%+20.4pp |
| Annual return | 3.34% | 22.79%-19.4pp | 48.33%-45.0pp | 53.97%-50.6pp |
| Employer contribution / active EE | $10,341 | $4,118+151.1% | $5,919+74.7% | $2,523+309.8% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $1,162 | $90+1190.4% | $12,432-90.7% | $114+918.4% |