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| Provider | Service type | Compensation |
|---|---|---|
O'SULLIVAN ASSOCIATES1+ years Service code 11 · EIN 20-8199367 | Actuarial | $19,255 |
Service code 10 · EIN 13-2665700 | Accounting | $15,849 |
CARY KANE LLP1+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $7,438 |
UNITED TEAMSTER FUND1+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $6,345 |
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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | 166.46% | -2.14%+168.6pp | -2.01%+168.5pp | -2.16%+168.6pp |
| Employer contribution / active EE | $0 | $37,296-100.0% | $34,453-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |