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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND9+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $170,458 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $107,902 |
Service code 15 · EIN 36-2376645 | Recordkeeping | $46,897 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, LLP Service code 10 · EIN 47-0900880 | Accounting | $41,049 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $40,000 |
Filed as: FIRST ACTUARIAL CONSULTING, LLC Service code 11 · EIN 26-3842522 | Actuarial | $32,400 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $31,406 |
ADP BROKER-DEALER9+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $30,550 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $25,885 |
CARY KANE LLP2 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $16,975 |
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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 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 10.65% | 3.90%+6.7pp | 8.59%+2.1pp | 8.76%+1.9pp |
| Employer contribution / active EE | $4,017 | $12,005-66.5% | $33,035-87.8% | $16,650-75.9% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |