The Board of Trustees of the Union Individual Account Retirement FundProfit-sharing plan

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

The Board of Trustees of the Union Individual Account Retirement Fund reported $1,190,072 in plan administrative expenses for 2024: 0.40% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,453 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.57% to 0.40%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 104th-largest of 1,936 plans among Wisconsin employers on file, and the 229th of 5,337 in construction. In 2024, the employer put in $43.16 for every $1.00 employees contributed themselves; active participation has grown from 3,203 to 3,756 since 2022.