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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND4+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $33,125 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $15,543 |
O'SULLIVAN ASSOCIATES4+ years Service code 11 · EIN 20-8199367 | Actuarial | $14,500 |
CARY KANE LLP1 year Service code 29 · EIN 20-1942442 | Legal | $5,928 |
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 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | 176.98% | -114.99%+292.0pp | -102.04%+279.0pp | -82.67%+259.7pp |
| Employer contribution / active EE | $0 | $39,361-100.0% | $36,232-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |