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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND2+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $92,544 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $71,078 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $60,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 24-1442864 | Investment Management | $57,937 |
O'SULLIVAN ASSOCIATES2+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $49,600 |
Service code 10 · EIN 13-2665700 | Accounting | $38,923 |
LOOMIS SAYLES2+ years Service code 28 · EIN 20-8080381 | Investment Management | $36,522 |
CARY KANE LLP2+ years Filed as: CARY KANE Service code 29 · EIN 20-1942442 | Legal | $34,714 |
ADP BROKER-DEALER2+ years Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $24,857 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 41-6257133 | Recordkeeping | $15,000 |
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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 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | 5.73% | 7.18%-1.5pp | 4.96%+0.8pp | 7.18%-1.5pp |
| Employer contribution / active EE | $771 | $13,095-94.1% | $29,749-97.4% | $13,095-94.1% |
| Participant deferral / active EE | $0 | $385-100.0% | $26-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |