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| Provider | Service type | Compensation |
|---|---|---|
EATON VANCE8+ years Service code 28 · EIN 04-3101341 | Investment Management | $395,684 |
IUOE LOCAL 138 APPRENTICE FUND8+ years Service code 49 · EIN 11-2000172 | Other Services | $383,605 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $348,540 |
IUOE LOCAL 138 WELFARE FUND8+ years Service code 49 · EIN 11-1628170 | Other Services | $335,267 |
IUOE LOCAL 138, 138A, 138B, 138C8+ years Service code 49 · EIN 11-0908470 | Other Services | $334,004 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $202,843 |
TOCQUEVILLE ASSET MANAGEMENT8+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $163,666 |
BLACKROCK8+ years Service code 28 · EIN 20-5319476 | Investment Management | $131,480 |
138 BOULEVARD CORPORATION6 years Service code 49 · EIN 11-6010819 | Other Services | $91,000 |
Filed as: JOHN HANCOCK Service code 19 · EIN 01-0233346 | Securities Custodian | $90,725 |
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 | $119,466 | $112,711+6.0% | $170,055-29.7% | $80,187+49.0% |
| Participation rate | 83.5% | 87.4%-3.9pp | 87.0%-3.5pp | 72.9%+10.5pp |
| Annual return | 6.30% | 67.06%-60.8pp | 53.43%-47.1pp | 40.40%-34.1pp |
| Employer contribution / active EE | $16,674 | $4,488+271.5% | $6,790+145.6% | $2,980+459.6% |
| Participant deferral / active EE | $0 | $7,861-100.0% | $10,410-100.0% | $5,016-100.0% |
| Admin fee / account holder | $971 | $99+876.5% | $12,828-92.4% | $145+569.4% |