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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS LOCAL 11 WELFARE FUND Service code 49 · EIN 22-6041517 | Other Services | $468,033 |
NEW TOWER4 years Filed as: NEW TOWER TRUST CO. (MEPT) Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $325,571 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $176,489 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 | Investment Management | $158,417 |
Filed as: WCM FOCUSED INTERNATIONAL GROWTH Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $154,917 |
AMALGAMATED BANK4 years Service code 19 · EIN 13-4920330 | Securities Custodian | $112,330 |
LORD ABBETT8+ years Service code 28 · EIN 13-5620131 | Investment Management | $87,805 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 28 500 STANTON CHRISTIAN ROAD · NEWARK, DE 19713 | Investment Management | $68,627 |
Filed as: WESTERN ASSET MANAGMENT CO. Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $63,471 |
ATALANTA SOSNOFF8+ years Service code 28 · EIN 20-0461050 | Investment Management | $60,638 |
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 | $84,401 | $88,479-4.6% | $96,543-12.6% | $80,187+5.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 2.07% | 22.53%-20.5pp | 35.75%-33.7pp | 40.40%-38.3pp |
| Employer contribution / active EE | $16,584 | $4,177+297.0% | $3,741+343.4% | $2,980+456.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $436 | $211+106.3% | $6,737-93.5% | $145+200.9% |