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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND1+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $87,984 |
CARY KANE LLP1+ years Filed as: CARY KANE Service code 29 · EIN 20-1942442 | Legal | $75,267 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 24-1442864 | Investment Management | $64,046 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $60,000 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $48,200 |
LOOMIS SAYLES1+ years Service code 28 · EIN 20-8080381 | Investment Management | $38,199 |
Service code 10 · EIN 13-2665700 | Accounting | $35,396 |
ADP BROKER-DEALER1+ years Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $24,801 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 41-6257133 | Recordkeeping | $15,000 |
Filed as: ORRICK HERRINGTON & SUTCLIFFE, LLP Service code 29 · EIN 94-2952627 | Legal | $7,871 |
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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 | $82,591-100.0% | $192,069-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 13.2%-13.2pp | 0.8%-0.8pp |
| Annual return | -2.74% | -0.60%-2.1pp | -0.79%-2.0pp | -0.60%-2.1pp |
| Employer contribution / active EE | $705 | $12,272-94.3% | $28,419-97.5% | $12,272-94.3% |
| Participant deferral / active EE | $0 | $416-100.0% | $37-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $6,324-100.0% | $717-100.0% |