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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND7+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $153,712 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $135,039 |
BENESYS, INC.4 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2180279 | Recordkeeping | $38,879 |
Filed as: FIRST ACTUARIAL CONSULTING, LLC Service code 11 · EIN 26-3842522 | Actuarial | $38,690 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, LLP Service code 10 · EIN 47-0900880 | Accounting | $38,531 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 510 NORTH VALLEY MILLS DRIVE · WACO, TX 76710 | Securities Custodian | $35,297 |
CARY KANE LLP7+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $32,380 |
ADP BROKER-DEALER7+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $30,483 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $30,000 |
PACIFIC INCOME ADVISORS7+ years Service code 28 · EIN 95-4067974 | Investment Management | $13,778 |
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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 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | 11.55% | -12.27%+23.8pp | -8.80%+20.3pp | 2.77%+8.8pp |
| Employer contribution / active EE | $3,751 | $13,732-72.7% | $43,463-91.4% | $15,262-75.4% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |