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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND2+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $156,507 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $74,132 |
Service code 10 · EIN 13-2665700 | Accounting | $42,211 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,000 |
CARY KANE LLP2+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $37,832 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $30,333 |
ADP BROKER-DEALER2+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $26,175 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $22,365 |
FOX ASSET MANAGEMENT2+ years Service code 28 · EIN 22-3828813 | Investment Management | $15,062 |
PACIFIC INCOME ADVISORS2+ years Service code 28 · EIN 95-4067974 | Investment Management | $12,956 |
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Employer contribution per participant 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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 10.63% | 12.38%-1.8pp | 10.53%+0.1pp | 23.90%-13.3pp |
| Employer contribution / active EE | $3,292 | $23,325-85.9% | $29,360-88.8% | $16,539-80.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |