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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-2740599 | Investment Management | $244,713 |
IRON WORKERS LOCAL 4017+ years Service code 14 · EIN 23-0724500 | Plan Administrator | $165,540 |
ATALANTA SOSNOFF5 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $147,804 |
Service code 28 · EIN 35-7161136 | Investment Management | $93,436 |
LOOMIS SAYLES7+ years Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $78,825 |
EATON VANCE2 years Service code 28 · EIN 04-2718215 | Investment Management | $77,764 |
PNC BANK, N.A.7+ years Service code 28 · EIN 22-1146430 | Investment Management | $37,300 |
LAZARD ASSET MANAGEMENT3 years Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $32,483 |
FISCHER DORWART, P.C.7+ years Service code 10 · EIN 23-2247478 | Accounting | $23,000 |
CLEARY, JOSEM & TRIGIANI LLP4 years Filed as: CLEARY, JOSEM & TRIGIANI Service code 29 · EIN 23-2657967 | Legal | $22,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,275-100.0% | $109,143-100.0% | $86,799-100.0% |
| Participation rate | 0.0% | 73.8%-73.8pp | 75.9%-75.9pp | 72.3%-72.3pp |
| Annual return | 8.58% | 19.14%-10.6pp | 25.75%-17.2pp | 97.91%-89.3pp |
| Employer contribution / active EE | $8,526 | $3,105+174.6% | $3,722+129.1% | $2,405+254.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,752-100.0% | $170-100.0% |