Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 138 APPRENTICE FUND6+ years Service code 49 · EIN 11-2000172 | Other Services | $427,645 |
EATON VANCE6+ years Service code 28 · EIN 04-3101341 | Investment Management | $337,751 |
IUOE LOCAL 138, 138A, 138B, 138C6+ years Service code 49 · EIN 11-0908470 | Other Services | $314,390 |
Filed as: BANK OF AMERICA/MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $303,472 |
IUOE LOCAL 138 WELFARE FUND6+ years Service code 49 · EIN 11-1628170 | Other Services | $235,651 |
TOCQUEVILLE ASSET MANAGEMENT6+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $176,958 |
BLACKROCK6+ years Service code 28 · EIN 20-5319476 | Investment Management | $148,067 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $123,538 |
138 BOULEVARD CORPORATION4 years Service code 49 · EIN 11-6010819 | Other Services | $91,000 |
DAHAB ASSOCIATES6+ years Service code 28 · EIN 11-2783874 | Investment Management | $88,362 |
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 | $155,939 | $118,337+31.8% | $189,534-17.7% | $93,010+67.7% |
| Participation rate | 85.8% | 89.1%-3.3pp | 87.8%-2.0pp | 73.9%+11.9pp |
| Annual return | 12.89% | 21.77%-8.9pp | 555.39%-542.5pp | 158.70%-145.8pp |
| Employer contribution / active EE | $15,992 | $4,204+280.4% | $6,162+159.5% | $2,705+491.2% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $1,151 | $100+1055.4% | $12,049-90.4% | $152+659.2% |