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| Provider | Service type | Compensation |
|---|---|---|
SALTZMAN & JOHNSON1+ years Service code 29 · EIN 94-2376174 | Legal | $114,297 |
Filed as: IRONWORKERS EMPLOYEES BENEFIT CORP Service code 13 · EIN 95-3084599 | Contract Administrator | $89,000 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $64,941 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $61,600 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $31,388 |
US BANK1+ years Service code 99 · EIN 31-0841368 | Other Fees | $30,106 |
PANAGORA ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3063840 | Investment Management | $27,423 |
BERNARD KOTKIN & COMPANY LLP1+ years Filed as: BERNARD KOTKIN & COMPANY, LLP Service code 10 · EIN 95-2556670 | Accounting | $16,000 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK NA Service code 28 · EIN 13-4994650 | Investment Management | $13,285 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | -0.37% | 17.94%-18.3pp | 5.44%-5.8pp | 7.18%-7.6pp |
| Employer contribution / active EE | $7,773 | $12,263-36.6% | $25,481-69.5% | $13,095-40.6% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |