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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS LOCAL 11 WELFARE FUND Service code 49 · EIN 22-6041517 | Other Services | $563,382 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $168,044 |
Filed as: JP MORGAN BANK Service code 28 500 STANTON CHRISTIAN ROAD · NEWARK, DE 19713 | Investment Management | $117,224 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST CO. Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $116,945 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 22-6041516 | Securities Custodian | $113,443 |
ATALANTA SOSNOFF3+ years Service code 28 · EIN 20-0461050 | Investment Management | $91,726 |
LORD ABBETT3+ years Service code 28 · EIN 13-5620131 | Investment Management | $84,379 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $57,558 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER BARKSDALE & ASSOCIATES Service code 28 ONE BURTON HILLS BLVD. · NASHVILLE, TN 37215 | Investment Management | $38,764 |
Filed as: WESTERN ASSET MANAGMENT CO. Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $36,803 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,335 | $60,396+23.1% | $83,831-11.3% | $75,289-1.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 5.48% | 3.84%+1.6pp | 850.99%-845.5pp | -0.04%+5.5pp |
| Employer contribution / active EE | $16,047 | $3,343+380.0% | $3,631+341.9% | $2,405+567.2% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $311 | $141+120.6% | $5,479-94.3% | $102+204.5% |