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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED3+ years Filed as: ALICARE, INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $51,600 |
CHEIRON3+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $32,024 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,750 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $19,469 |
GLANSTEIN, LLP3+ years Service code 29 · EIN 27-4387560 | Legal | $15,500 |
CARY KANE LLP3+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $13,276 |
EATON VANCE3+ years Filed as: EATON VANCE INVESTMENT MANAGERS Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $5,662 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 41-6257133 | Recordkeeping | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 6.87% | 4.25%+2.6pp | -752.26%+759.1pp | 0.19%+6.7pp |
| Employer contribution / active EE | $1,868 | $11,906-84.3% | $31,802-94.1% | $13,763-86.4% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |