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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND5+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $147,637 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $84,586 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, LLP Service code 10 · EIN 47-0900880 | Accounting | $52,260 |
CARY KANE LLP5+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $49,128 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,000 |
Filed as: FIRST ACTUARIAL CONSULTING, LLC Service code 11 · EIN 26-3842522 | Actuarial | $35,824 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2180279 | Recordkeeping | $33,398 |
ADP BROKER-DEALER5+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $28,110 |
ROTHSCHILD ASSET MANAGEMENT3 years Service code 28 1251 6TH AVE. · NEW YORK, NY 10020 | Investment Management | $26,179 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $25,767 |
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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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | 12.45% | 8.57%+3.9pp | 175.18%-162.7pp | 11.45%+1.0pp |
| Employer contribution / active EE | $3,147 | $13,016-75.8% | $38,590-91.8% | $17,219-81.7% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |