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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS LOCAL 11 WELFARE FUND Service code 49 · EIN 22-6041517 | Other Services | $607,119 |
NEW TOWER1 year Filed as: NEW TOWER TRUST CO. (MEPT) Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $253,692 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $187,310 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 | Investment Management | $104,417 |
LAZARD ASSET MANAGEMENT5+ years Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $103,355 |
ATALANTA SOSNOFF5+ years Service code 28 · EIN 20-0461050 | Investment Management | $95,959 |
LORD ABBETT5+ years Service code 28 · EIN 13-5620131 | Investment Management | $95,499 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN BANK Service code 28 500 STANTON CHRISTIAN ROAD · NEWARK, DE 19713 | Investment Management | $88,860 |
Filed as: WESTERN ASSET MANAGMENT CO. Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $56,470 |
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $47,675 |
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 | $82,936 | $81,719+1.5% | $101,275-18.1% | $90,274-8.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 6.80% | 337.64%-330.8pp | 46.46%-39.7pp | 53.97%-47.2pp |
| Employer contribution / active EE | $16,630 | $3,622+359.1% | $3,660+354.4% | $2,523+559.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $400 | $162+147.1% | $5,948-93.3% | $114+250.8% |