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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 138 APPRENTICE FUND10+ years Service code 49 · EIN 11-2000172 | Other Services | $477,344 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $414,873 |
EATON VANCE10+ years Service code 28 · EIN 04-3101341 | Investment Management | $392,922 |
IUOE LOCAL 138 WELFARE FUND10+ years Service code 49 · EIN 11-1628170 | Other Services | $383,991 |
IUOE LOCAL 138, 138A, 138B, 138C10+ years Service code 49 · EIN 11-0908470 | Other Services | $382,618 |
TOCQUEVILLE ASSET MANAGEMENT10+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $244,264 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $239,392 |
BLACKROCK10+ years Service code 28 · EIN 20-5319476 | Investment Management | $221,320 |
Filed as: JOHN HANCOCK Service code 19 · EIN 01-0233346 | Securities Custodian | $104,116 |
138 BOULEVARD CORPORATION10+ years Filed as: 138 BOULEVARD BUILDING CORP Service code 49 · EIN 11-6010819 | Other Services | $91,000 |
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 | $138,915 | $150,494-7.7% | $199,883-30.5% | $100,573+38.1% |
| Participation rate | 100.0% | 91.1%+8.9pp | 86.8%+13.2pp | 70.9%+29.1pp |
| Annual return | 8.01% | 16.14%-8.1pp | 43.81%-35.8pp | 18.89%-10.9pp |
| Employer contribution / active EE | $20,126 | $5,383+273.9% | $6,261+221.4% | $3,763+434.8% |
| Participant deferral / active EE | $0 | $9,302-100.0% | $9,138-100.0% | $4,921-100.0% |
| Admin fee / account holder | $1,115 | $162+586.4% | $17,268-93.5% | $454+145.7% |