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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $1,333,188 |
UNITED TEAMSTER FUND10+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $488,000 |
ADP BROKER-DEALER2 years Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $103,030 |
O'SULLIVAN ASSOCIATES2 years Service code 11 · EIN 20-8199367 | Actuarial | $88,800 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 | Securities Custodian | $82,636 |
PBI1 year Filed as: PBI RESEARCH SERVICES Service code 49 333 SOUTH 7TH STREET, SUITE 2400 · MINNEAPOLIS, MN 55402 | Other Services | $71,075 |
Service code 15 · EIN 23-2180279 | Recordkeeping | $51,379 |
Service code 28 · EIN 34-1922005 | Investment Management | $42,000 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $36,749 |
MADON MALIN PC10+ years Service code 29 · EIN 13-3509284 | Legal | $28,390 |
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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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 13.27% | 17.72%-4.4pp | 148.78%-135.5pp | 9.30%+4.0pp |
| Employer contribution / active EE | $9,801 | $3,186+207.6% | $26,858-63.5% | $12,551-21.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |