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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRON WORKERS LOCAL 11 WELFRAE FUND Service code 13 · EIN 22-6041517 | Contract Administrator | $438,262 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $287,304 |
Service code 28 1270 SOLDIERS FIELD ROAD · BRIGHTON, MA 02135 | Investment Management | $167,485 |
Filed as: PATRIOT FINANCIAL, LP Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $141,045 |
LORD ABBETT8+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $129,950 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $129,285 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JP MORGAN CHASE Service code 28 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Management | $120,976 |
MANNING & NAPIER8+ years Filed as: MANNING & NAPIER ADVISORS Service code 51 · EIN 16-0995736 | Investment Mgmt Fees | $100,785 |
CLEARY, JOSEM & TRIGIANI LLP8+ years Filed as: CLEARY & JOSEM, LLP Service code 29 · EIN 23-2657967 | Legal | $65,586 |
Filed as: GW&K INVESTMENTS Service code 28 · EIN 80-0250512 | Investment Management | $65,322 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 7.24% | 7.95%-0.7pp | 20.18%-12.9pp | 9.11%-1.9pp |
| Employer contribution / active EE | $20,350 | $14,684+38.6% | $29,108-30.1% | $12,231+66.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |