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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS LOCAL 11 WELFARE FUND Service code 49 · EIN 22-6041517 | Other Services | $573,338 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST CO. Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $244,404 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $167,019 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 22-6041516 | Securities Custodian | $156,620 |
ATALANTA SOSNOFF4+ years Service code 28 · EIN 20-0461050 | Investment Management | $97,436 |
LORD ABBETT4+ years Service code 28 · EIN 13-5620131 | Investment Management | $92,670 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN BANK Service code 28 500 STANTON CHRISTIAN ROAD · NEWARK, DE 19713 | Investment Management | $88,867 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $64,569 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $58,364 |
LAZARD ASSET MANAGEMENT4+ years Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $54,276 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,779 | $66,051+16.2% | $92,893-17.3% | $77,787-1.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 3.78% | 20.69%-16.9pp | 109.41%-105.6pp | 32.57%-28.8pp |
| Employer contribution / active EE | $15,997 | $3,426+367.0% | $3,653+338.0% | $2,504+538.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $375 | $148+153.6% | $5,794-93.5% | $100+274.6% |