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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND3+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $140,716 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $88,161 |
CARY KANE LLP3+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $52,438 |
FIRST ACTUARIAL CONSULTING, INC.3+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $40,334 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,000 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $34,125 |
ISSI1 year Service code 49 600 E. STREET. NW · WASHINGTON, DC 20004 | Other Services | $30,428 |
Service code 28 1251 6TH AVENUE · NEW YORK, NY 10020 | Investment Management | $28,048 |
ADP BROKER-DEALER3+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $26,873 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $24,807 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | 14.72% | -3.49%+18.2pp | 4.36%+10.4pp | 0.19%+14.5pp |
| Employer contribution / active EE | $3,430 | $17,891-80.8% | $27,383-87.5% | $13,763-75.1% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |