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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 28 · EIN 13-5674085 | Investment Management | $835,095 |
UNITED TEAMSTER FUND1+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $292,000 |
Filed as: DEALY AND SILBERSTEIN Service code 29 · EIN 46-0507412 | Legal | $92,349 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $86,387 |
ADP BROKER-DEALER1+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $85,364 |
CARY KANE LLP1+ years Service code 29 · EIN 20-1942442 | Legal | $82,499 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-6257133 | Securities Custodian | $51,227 |
TITANIUM REAL ESTATE ADVISORS1+ years Service code 28 · EIN 20-8444031 | Investment Management | $42,000 |
Service code 10 · EIN 13-2665700 | Accounting | $30,600 |
MADON MALIN PC1+ years Service code 29 · EIN 13-3509284 | Legal | $15,062 |
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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 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | 0.85% | 1.67%-0.8pp | -0.79%+1.6pp | 1.67%-0.8pp |
| Employer contribution / active EE | $7,587 | $10,506-27.8% | $28,419-73.3% | $10,506-27.8% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |