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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 28 · EIN 13-5674085 | Investment Management | $810,127 |
UNITED TEAMSTER FUND4+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $440,000 |
ADP BROKER-DEALER4+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $98,510 |
O'SULLIVAN ASSOCIATES4+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $84,000 |
CARY KANE LLP4+ years Service code 29 · EIN 20-1942442 | Legal | $70,396 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-6257133 | Securities Custodian | $59,625 |
TITANIUM REAL ESTATE ADVISORS4+ years Service code 28 · EIN 20-8444031 | Investment Management | $42,000 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $30,646 |
Filed as: DEALY, SILBERSTEIN & BRAVERMAN LLP Service code 29 · EIN 46-0507412 | Legal | $30,070 |
MADON MALIN PC4+ years Service code 29 · EIN 13-3509284 | Legal | $27,635 |
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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 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -4.56% | 33.37%-37.9pp | -0.77%-3.8pp | 33.37%-37.9pp |
| Employer contribution / active EE | $8,988 | $11,253-20.1% | $29,514-69.5% | $11,253-20.1% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |