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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS LOCAL 11 WELFARE FUND Service code 49 · EIN 22-6041517 | Other Services | $588,349 |
MD SASS1+ years Filed as: M.D. SASS ASSOCIATES Service code 28 · EIN 13-2703405 | Investment Management | $206,382 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $184,410 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $178,059 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-5545100 | Investment Management | $177,677 |
LORD ABBETT1+ years Service code 28 · EIN 13-5620131 | Investment Management | $155,088 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 22-6041516 | Securities Custodian | $113,386 |
ATALANTA SOSNOFF1+ years Service code 28 · EIN 20-0461050 | Investment Management | $95,619 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $33,803 |
FISCHER DORWART, P.C.1+ years Service code 10 · EIN 23-2247478 | Accounting | $32,300 |
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 | $67,397 | $54,392+23.9% | $84,753-20.5% | $63,975+5.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 0.16% | 611.38%-611.2pp | 22.78%-22.6pp | 48.65%-48.5pp |
| Employer contribution / active EE | $3,714 | $2,943+26.2% | $3,574+3.9% | $2,182+70.2% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $392 | $136+188.3% | $5,333-92.7% | $70+456.0% |