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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND3 years Service code 13 · EIN 13-5549593 | Contract Administrator | $54,000 |
CHEIRON7 years Filed as: CHERION, INC. Service code 11 · EIN 13-4215617 | Actuarial | $53,806 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $50,138 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $30,698 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $22,500 |
CARY KANE LLP10+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $18,378 |
Filed as: BRIDGEWAY TECHNOLOGIES Service code 15 · EIN 23-2180279 | Recordkeeping | $13,502 |
PBI2 years Filed as: PBI RESEARCH SERVICES Service code 49 333 SOUTH 7TH STREET, SUITE 2400 · MINNEAPOLIS, MN 55402 | Other Services | $6,556 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.94% | 8.62%+2.3pp | 8.99%+2.0pp | 10.52%+0.4pp |
| Employer contribution / active EE | $3,172 | $14,400-78.0% | $25,171-87.4% | $15,140-79.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |