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| Provider | Service type | Compensation |
|---|---|---|
IRON WORKERS LOCAL 11 WELFARE FUND10+ years Service code 49 · EIN 22-6041517 | Other Services | $581,418 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $187,941 |
Filed as: WCM FOCUSED INTERNATIONAL GROWTH Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $175,906 |
TODD EUGENE HOLT2 years Filed as: TODD ASSET MANAGEMENT Service code 28 101 S. 5TH STREET, SUITE 3100 · LOUISVILLE, KY 40202 | Investment Management | $156,358 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $129,157 |
NEW TOWER7 years Filed as: NEW TOWER TRUST COMPANY (MEPT) Service code 28 7315 WISCONSIN AVENUE · BEHTESDA, MD 20814 | Investment Management | $119,062 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $95,823 |
MANNING & NAPIER10+ years Service code 25 · EIN 16-0995736 | Directed Trustee | $90,647 |
PATRIOT FINANCIAL PARTNERS, LP10+ years Filed as: PATRIOT FINANCIAL PARTNERS Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $74,469 |
CLEARY, JOSEM & TRIGIANI LLP10+ years Filed as: CLEARY, JOSEM & TRIGIANI Service code 29 · EIN 23-2657967 | Legal | $43,740 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 9.65% | 10.08%-0.4pp | 8.99%+0.7pp | 8.88%+0.8pp |
| Employer contribution / active EE | $18,152 | $15,398+17.9% | $25,171-27.9% | $15,934+13.9% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |