See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
EATON VANCE7+ years Service code 28 · EIN 04-3101341 | Investment Management | $408,858 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $395,671 |
IUOE LOCAL 138 APPRENTICE FUND7+ years Service code 49 · EIN 11-2000172 | Other Services | $351,318 |
IUOE LOCAL 138, 138A, 138B, 138C7+ years Service code 49 · EIN 11-0908470 | Other Services | $323,896 |
IUOE LOCAL 138 WELFARE FUND7+ years Service code 49 · EIN 11-1628170 | Other Services | $295,769 |
BLACKROCK7+ years Service code 28 · EIN 20-5319476 | Investment Management | $195,417 |
TOCQUEVILLE ASSET MANAGEMENT7+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $189,951 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $127,482 |
138 BOULEVARD CORPORATION5 years Service code 49 · EIN 11-6010819 | Other Services | $91,000 |
DAHAB ASSOCIATES7+ years Service code 28 · EIN 11-2783874 | Investment Management | $90,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,008 | $95,918+55.3% | $151,611-1.7% | $77,904+91.3% |
| Participation rate | 60.5% | 88.7%-28.2pp | 87.5%-27.0pp | 73.7%-13.2pp |
| Annual return | -8.03% | -5.50%-2.5pp | 3.33%-11.4pp | 12.21%-20.2pp |
| Employer contribution / active EE | $20,185 | $4,330+366.1% | $6,166+227.4% | $2,848+608.8% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $1,318 | $93+1313.5% | $11,616-88.7% | $133+894.7% |