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| Provider | Service type | Compensation |
|---|---|---|
CARY KANE LLP7+ years Filed as: CARY KANE, LLP Service code 50 · EIN 20-1942442 | Direct Payment | $49,216 |
AMALGAMATED1 year Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $48,397 |
CHEIRON4 years Filed as: CHERION, INC. Service code 17 · EIN 13-4215617 | Pension Consulting | $33,090 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 41-6257133 | Recordkeeping | $28,557 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,000 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $21,000 |
THE SEGAL COMPANY4 years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 1 PWNNSYLVANIA PLAZA 3500 · NEW YORK, NY 10119 | Accounting | $6,188 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.31% | -8.26%0pp | -5.85%-2.5pp | 2.77%-11.1pp |
| Employer contribution / active EE | $2,598 | $12,543-79.3% | $31,839-91.8% | $15,262-83.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |