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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS LOCAL 11 WELFARE FUND Service code 49 · EIN 22-6041517 | Other Services | $483,819 |
NEW TOWER5 years Filed as: NEW TOWER TRUST CO. (MEPT) Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $283,323 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 | Investment Management | $134,360 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $130,584 |
LORD ABBETT9+ years Service code 28 · EIN 13-5620131 | Investment Management | $104,781 |
Filed as: WCM FOCUSED INTERNATIONAL GROWTH Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $100,462 |
Filed as: WESTERN ASSET MANAGMENT CO. Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $65,960 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 28 500 STANTON CHRISTIAN ROAD · NEWARK, DE 19713 | Investment Management | $60,850 |
ZIEGLER CAPITAL MANAGEMENT, LLC9+ years Filed as: ZIEGLER CAPITAL Service code 28 501 N. BROADWAY · ST. LOUIS, MO 63102 | Investment Management | $52,403 |
WEAVER AND TIDWELL, LLP8 years Filed as: WEAVER BARKSDALE & ASSOCIATES Service code 28 ONE BURTON HILLS BLVD. · NASHVILLE, TN 37215 | Investment Management | $51,051 |
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 | $83,237 | $241,850-65.6% | $102,437-18.7% | $200,096-58.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 1.97% | 17.67%-15.7pp | 24.95%-23.0pp | 34.26%-32.3pp |
| Employer contribution / active EE | $16,731 | $4,253+293.4% | $3,871+332.3% | $3,038+450.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $393 | $288+36.3% | $8,388-95.3% | $269+45.8% |