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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND2+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $329,000 |
ADP BROKER-DEALER2+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $87,344 |
O'SULLIVAN ASSOCIATES2+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $83,327 |
CARY KANE LLP2+ years Service code 29 · EIN 20-1942442 | Legal | $81,069 |
Filed as: DEALY AND SILBERSTEIN Service code 29 · EIN 46-0507412 | Legal | $72,771 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 28 · EIN 13-5674085 | Investment Management | $58,500 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-6257133 | Securities Custodian | $51,448 |
TITANIUM REAL ESTATE ADVISORS2+ years Service code 28 · EIN 20-8444031 | Investment Management | $42,000 |
Service code 10 · EIN 13-2665700 | Accounting | $30,646 |
MADON MALIN PC2+ years Service code 29 · EIN 13-3509284 | Legal | $14,355 |
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Annual investment return 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 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 1.76% | 4.86%-3.1pp | 4.96%-3.2pp | 9.19%-7.4pp |
| Employer contribution / active EE | $9,403 | $7,571+24.2% | $29,749-68.4% | $12,608-25.4% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |