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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND3+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $104,500 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $64,362 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $60,000 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 24-1442864 | Investment Management | $56,305 |
O'SULLIVAN ASSOCIATES3+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $47,500 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $38,967 |
LOOMIS SAYLES3+ years Service code 28 · EIN 20-8080381 | Investment Management | $38,148 |
CARY KANE LLP3+ years Filed as: CARY KANE Service code 29 · EIN 20-1942442 | Legal | $27,222 |
ADP BROKER-DEALER3+ years Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $25,186 |
WELLS FARGO BANK, N.A.3+ 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 | $1,723,788-100.0% | $158,640-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 22.2%-22.2pp | 1.9%-1.9pp |
| Annual return | 10.51% | 23.90%-13.4pp | 10.66%-0.1pp | 23.90%-13.4pp |
| Employer contribution / active EE | $1,151 | $16,539-93.0% | $30,880-96.3% | $16,539-93.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $65-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,478-100.0% | $18,975-100.0% |