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| Provider | Service type | Compensation |
|---|---|---|
IRON WORKERS LOCAL 4018+ years Service code 14 · EIN 23-0724500 | Plan Administrator | $181,826 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-2740599 | Investment Management | $163,627 |
ATALANTA SOSNOFF6 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $119,531 |
Service code 28 · EIN 35-7161136 | Investment Management | $106,603 |
EATON VANCE3 years Service code 28 · EIN 04-2718215 | Investment Management | $82,830 |
LOOMIS SAYLES8+ years Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $64,778 |
PNC BANK, N.A.8+ years Service code 28 · EIN 22-1146430 | Investment Management | $32,899 |
LAZARD ASSET MANAGEMENT4 years Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $25,583 |
FISCHER DORWART, P.C.8+ years Service code 10 · EIN 23-2247478 | Accounting | $16,000 |
CLEARY, JOSEM & TRIGIANI LLP5 years Filed as: CLEARY, JOSEM & TRIGIANI Service code 29 · EIN 23-2657967 | Legal | $12,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $106,236-100.0% | $112,228-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.1%-75.1pp | 71.5%-71.5pp |
| Annual return | -11.05% | -6.02%-5.0pp | 27.45%-38.5pp | 32.82%-43.9pp |
| Employer contribution / active EE | $5,992 | $3,166+89.2% | $3,635+64.8% | $2,506+139.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |