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| Provider | Service type | Compensation |
|---|---|---|
IRON WORKERS LOCAL 11 WELFARE FUND10+ years Filed as: IRONWORKERS LOCAL 11 WELFARE FUND Service code 49 · EIN 22-6041517 | Other Services | $524,769 |
NEW TOWER6 years Filed as: NEW TOWER TRUST CO. (MEPT) Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $215,529 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $176,913 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 | Investment Management | $135,029 |
LORD ABBETT10+ years Service code 28 · EIN 13-5620131 | Investment Management | $124,099 |
Filed as: WCM FOCUSED INTERNATIONAL GROWTH Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $101,507 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 28 500 STANTON CHRISTIAN ROAD · NEWARK, DE 19713 | Investment Management | $56,083 |
ZIEGLER CAPITAL MANAGEMENT, LLC10+ years Filed as: ZIEGLER CAPITAL Service code 28 501 N. BROADWAY · ST. LOUIS, MO 63102 | Investment Management | $55,443 |
AMALGAMATED BANK6 years Service code 19 · EIN 13-4920330 | Securities Custodian | $51,157 |
TODD EUGENE HOLT2 years Filed as: TODD ASSET MANAGEMENT Service code 28 101 SOUTH 5TH STREET · LOUISVILLE, KY 40202 | Investment Management | $51,018 |
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 | $88,137 | $105,028-16.1% | $107,187-17.8% | $100,573-12.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 8.84% | 10.61%-1.8pp | 204.55%-195.7pp | 18.89%-10.1pp |
| Employer contribution / active EE | $17,040 | $5,641+202.1% | $3,782+350.5% | $3,763+352.8% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $413 | $355+16.3% | $9,162-95.5% | $454-9.1% |