Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS LOCAL 11 WELFARE FUND Service code 49 · EIN 22-6041517 | Other Services | $596,913 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $162,830 |
MD SASS2+ years Filed as: M.D. SASS ASSOCIATES Service code 28 · EIN 13-2703405 | Investment Management | $155,532 |
LORD ABBETT2+ years Service code 28 · EIN 13-5620131 | Investment Management | $135,986 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 22-6041516 | Securities Custodian | $131,286 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-5545100 | Investment Management | $115,282 |
ATALANTA SOSNOFF2+ years Service code 28 · EIN 20-0461050 | Investment Management | $98,896 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $51,321 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $35,597 |
FISCHER DORWART, P.C.2+ 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 | $69,719 | $221,442-68.5% | $92,240-24.4% | $77,958-10.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 3.99% | 15.65%-11.7pp | 176.29%-172.3pp | 20.87%-16.9pp |
| Employer contribution / active EE | $4,480 | $3,226+38.9% | $3,680+21.8% | $2,310+93.9% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $338 | $210+61.1% | $5,194-93.5% | $97+246.9% |