Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $241,450-65.5% | $103,378-19.5% | $199,874-58.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 1.97% | 17.80%-15.8pp | 24.91%-22.9pp | 34.28%-32.3pp |
| Employer contribution / active EE | $16,731 | $4,250+293.6% | $3,870+332.3% | $3,036+451.0% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $393 | $288+36.4% | $8,401-95.3% | $269+45.9% |