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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND6+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $157,191 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $93,711 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, LLP Service code 10 · EIN 47-0900880 | Accounting | $41,131 |
BENESYS, INC.3 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2180279 | Recordkeeping | $36,825 |
Filed as: FIRST ACTUARIAL CONSULTING, LLC Service code 11 · EIN 26-3842522 | Actuarial | $32,000 |
ADP BROKER-DEALER6+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $30,171 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,000 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $27,069 |
CARY KANE LLP6+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $15,625 |
PACIFIC INCOME ADVISORS6+ years Service code 28 · EIN 95-4067974 | Investment Management | $13,719 |
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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 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 11.48% | 10.90%+0.6pp | 8.29%+3.2pp | 13.24%-1.8pp |
| Employer contribution / active EE | $3,290 | $14,619-77.5% | $40,774-91.9% | $14,616-77.5% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |