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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND1+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $169,322 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $72,140 |
CARY KANE LLP1+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $55,912 |
Service code 10 · EIN 13-2665700 | Accounting | $44,197 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,000 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $30,068 |
ADP BROKER-DEALER1+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $24,954 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $22,720 |
PACIFIC INCOME ADVISORS1+ years Service code 28 · EIN 95-4067974 | Investment Management | $12,894 |
FOX ASSET MANAGEMENT1+ years Service code 28 · EIN 22-3828813 | Investment Management | $9,732 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | -2.07% | 7.17%-9.2pp | 7.98%-10.0pp | 7.18%-9.3pp |
| Employer contribution / active EE | $3,231 | $13,444-76.0% | $23,724-86.4% | $13,095-75.3% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |