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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND9+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $30,401 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $15,500 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,723-100.0% | $247,553-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | 185.81% | 34.49%+151.3pp | 32.33%+153.5pp | 24.44%+161.4pp |
| Employer contribution / active EE | $0 | $36,001-100.0% | $33,960-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |