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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 28 · EIN 13-5674085 | Investment Management | $773,332 |
UNITED TEAMSTER FUND3+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $440,000 |
ADP BROKER-DEALER3+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $91,437 |
O'SULLIVAN ASSOCIATES3+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $81,602 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-6257133 | Securities Custodian | $56,512 |
CARY KANE LLP3+ years Service code 29 · EIN 20-1942442 | Legal | $49,826 |
TITANIUM REAL ESTATE ADVISORS3+ years Service code 28 · EIN 20-8444031 | Investment Management | $42,000 |
Filed as: DEALY, SILBERSTEIN & BRAVERMAN LLP Service code 29 · EIN 46-0507412 | Legal | $32,314 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $30,600 |
MADON MALIN PC3+ years Service code 29 · EIN 13-3509284 | Legal | $23,106 |
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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 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 14.26% | 17.84%-3.6pp | 10.66%+3.6pp | 17.84%-3.6pp |
| Employer contribution / active EE | $9,592 | $14,688-34.7% | $30,880-68.9% | $14,688-34.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |