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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS LOCAL 11 WELFARE FUND Service code 49 · EIN 22-6041517 | Other Services | $570,922 |
NEW TOWER3 years Filed as: NEW TOWER TRUST CO. (MEPT) Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $312,996 |
Filed as: WCM FOCUSED INTERNATIONAL GROWTH Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $265,797 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $199,095 |
ATALANTA SOSNOFF7+ years Service code 28 · EIN 20-0461050 | Investment Management | $134,511 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 | Investment Management | $127,244 |
LORD ABBETT7+ years Service code 28 · EIN 13-5620131 | Investment Management | $95,733 |
Filed as: WESTERN ASSET MANAGMENT CO. Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $79,106 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 500 STANTON CHRISTIAN ROAD · NEWARK, DE 19713 | Investment Management | $70,355 |
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $57,438 |
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 | $84,880 | $76,774+10.6% | $112,270-24.4% | $77,906+9.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -4.77% | -10.25%+5.5pp | 27.49%-32.3pp | 12.16%-16.9pp |
| Employer contribution / active EE | $15,948 | $3,977+301.0% | $3,635+338.7% | $2,846+460.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $485 | $239+103.2% | $6,411-92.4% | $133+266.2% |