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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND6+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $105,500 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $63,750 |
CARY KANE LLP2 years Service code 29 · EIN 20-1942442 | Legal | $60,131 |
O'SULLIVAN ASSOCIATES6+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $51,090 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $50,986 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $38,837 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 24-1442864 | Investment Management | $31,078 |
ADP BROKER-DEALER6+ years Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $29,162 |
BOSTON TRUST WALDEN COMPANY2 years Service code 28 1 BEACON STREET · BOSTON, NY 02108 | Investment Management | $27,890 |
LOOMIS SAYLES6+ years Service code 28 · EIN 20-8080381 | Investment Management | $27,703 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,822,362-100.0% | $161,673-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 41.7%-41.7pp | 0.6%-0.6pp |
| Annual return | 6.17% | 11.45%-5.3pp | 9.65%-3.5pp | 11.45%-5.3pp |
| Employer contribution / active EE | $5,242 | $17,219-69.6% | $27,458-80.9% | $17,219-69.6% |
| Participant deferral / active EE | $0 | $357-100.0% | $33-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $23,561-100.0% | $15,480-100.0% |