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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND10+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $114,752 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $75,000 |
CARY KANE LLP2 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $62,700 |
O'SULLIVAN ASSOCIATES2 years Service code 11 · EIN 20-8199367 | Actuarial | $59,279 |
BOSTON TRUST WALDEN COMPANY6 years Service code 28 1 BEACON STREET · BOSTON, MA 02108 | Investment Management | $47,300 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $42,238 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 1270 SOLDIERS FIELD RD. · BOSTON, MA 02135 | Investment Management | $36,841 |
ADP BROKER-DEALER10+ years Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $33,834 |
Service code 28 · EIN 20-0292745 | Investment Management | $21,574 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $19,615 |
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Employer contribution per participant 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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 48.61% | 8.76%+39.9pp | 148.65%-100.0pp | 8.76%+39.9pp |
| Employer contribution / active EE | $1,550 | $16,650-90.7% | $26,844-94.2% | $16,650-90.7% |
| Participant deferral / active EE | $0 | $948-100.0% | $63-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |