logo image

BOARD OF TRUSTEES OF THE RETIREMENT PLAN

Waukesha, Wisconsin
201-500 employees
Profile site ↗︎
LinkedIn profile ↗︎
Retirement Plan Detail

Retirement Plan Ranking

Retirement Plan:
Retirement Plan For Employees Represented By Sheet Metal Workers Local Union 18
This plan provides above-average contributions and strong design features, helping employers stay competitive in hiring while supporting long-term retention.
BOARD OF TRUSTEES OF THE RETIREMENT PLAN
Rate your benefits
See how your benefits compare to competitors and if you qualify for an Mployer Benefits Award

Plan Benchmark

Disclaimer: Ratings are based on firm-provided, independently audited data and reflect Mployer Advisor's opinion. They are not financial or legal advice and should be one of many factors considered when evaluating a retirement plan.
$7,953
Avg Employer Contribution per Person per Year
Top Benefits
Not EE Friendly
Plan Design
Laggard
EE Friendly
Admin Fees as a % of Total Assets
Below
12%
1 Year Return
Leading

Peer Group

Size
500+ employees
Region
Great Lakes
Industry
Construction

Employer & Employee Contribution

Factors like longer employee tenure and more generous match rates result in higher contributions.
Average Employer Contribution
Employer
Cohort
Average Employee Contribution
Employee
Cohort

Plan Details

Plan name
Retirement Plan For Employees Represented By Sheet Metal Workers Local Union 18
Plan type
DC-Other
Plan start date
10/01/1968
Plan assets
$373,958,102
Participation Rate
98.78 %
Loan %
0.00 %
Update your company benefits information and see if you qualify for a Benefits Award
It's free
Not your company?

Key Plan Features

Each employer retirement plan is unique with different features that can benefit employees.
Loans
No
Self-directed
No
Auto-Enroll
No
Vesting Requirements
No

Returns

The below return percentage is an approximate one-year return. Specific employee start date's and other factors can shift the percentage up or down.
Average Returns
Employer
Cohort

Administrative Fees

Retirement plans pays fees each year to advisors and other vendors. This shows how your fees compare to like plans both as a percent of total and overall.
Administration Fees $
Employer
Cohort
Administrative Fees %
Employer
Cohort
Update your company benefits information and see if you qualify for a Benefits Award
It's free
Not your company?

Just a few of the companies in your cohort

TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDTRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDBOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDBOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDJOINT BOARD OF TRUSTEES OF CONSTRUCTION INDUSTRY OF ROCKFORDJOINT BOARD OF TRUSTEES OF CONSTRUCTION INDUSTRY OF ROCKFORDIBEW LOCAL UNION 14IBEW LOCAL UNION 14POWER CONSTRUCTION COMPANY, LLCPOWER CONSTRUCTION COMPANY, LLCERNST ENTERPRISES, INC.ERNST ENTERPRISES, INC.BD OF TRUSTEES PLUMBERS & STEAMFITTERS LOCAL 118BD OF TRUSTEES PLUMBERS & STEAMFITTERS LOCAL 118SHIEL SEXTON COMPANY, INC.SHIEL SEXTON COMPANY, INC.BD OF TRUSTEES - INDIANA PIPE TRADES DFND CONT PENSION PLANBD OF TRUSTEES - INDIANA PIPE TRADES DFND CONT PENSION PLANI.B.E.W. LOCAL NO. 540 SECURITYI.B.E.W. LOCAL NO. 540 SECURITY

FAQs

Benefits Package

See how to earn a Top Benefits Rating for your company!

It’s free and takes just a few minutes, click here to get started
Get My Rating
Mployer