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| Provider | Service type | Compensation |
|---|---|---|
O'SULLIVAN ASSOCIATES2+ years Service code 11 · EIN 20-8199367 | Actuarial | $19,440 |
Service code 10 · EIN 13-2665700 | Accounting | $15,500 |
UNITED TEAMSTER FUND2+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $13,568 |
CARY KANE LLP2+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $5,750 |
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 171.95% | 4.17%+167.8pp | 5.00%+166.9pp | 4.16%+167.8pp |
| Employer contribution / active EE | $0 | $39,228-100.0% | $35,918-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |