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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND4+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $105,748 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $62,158 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $60,000 |
CARY KANE LLP4+ years Filed as: CARY KANE Service code 29 · EIN 20-1942442 | Legal | $58,017 |
O'SULLIVAN ASSOCIATES4+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $50,100 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 24-1442864 | Investment Management | $48,741 |
LOOMIS SAYLES4+ years Service code 28 · EIN 20-8080381 | Investment Management | $39,296 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $38,844 |
ADP BROKER-DEALER4+ years Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $29,241 |
WELLS FARGO BANK, N.A.4+ 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 | $18,026,966-100.0% | $192,869-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 36.2%-36.2pp | 1.8%-1.8pp |
| Annual return | -3.98% | 0.19%-4.2pp | -0.77%-3.2pp | 0.19%-4.2pp |
| Employer contribution / active EE | $1,176 | $13,763-91.5% | $29,514-96.0% | $13,763-91.5% |
| Participant deferral / active EE | $0 | $804-100.0% | $36-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $42,257-100.0% | $426-100.0% |