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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND4+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $136,194 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $87,588 |
CARY KANE LLP4+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $41,762 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 11-6171611 | Advisory (Plan) | $40,000 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, LLP Service code 10 · EIN 47-0900880 | Accounting | $37,540 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2180279 | Recordkeeping | $31,643 |
Filed as: FIRST ACTUARIAL CONSULTING, LLC Service code 11 · EIN 26-3842522 | Actuarial | $31,000 |
ADP BROKER-DEALER4+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $29,226 |
ROTHSCHILD ASSET MANAGEMENT2 years Service code 28 1251 6TH AVE. · NEW YORK, NY 10020 | Investment Management | $27,874 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $24,190 |
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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.
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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | -1.91% | 36.82%-38.7pp | 18.06%-20.0pp | 53.27%-55.2pp |
| Employer contribution / active EE | $3,579 | $13,338-73.2% | $30,411-88.2% | $14,774-75.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |