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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $987,834 |
UNITED TEAMSTER FUND5+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $440,000 |
CARY KANE LLP5+ years Service code 29 · EIN 20-1942442 | Legal | $166,869 |
ADP BROKER-DEALER5+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $101,915 |
O'SULLIVAN ASSOCIATES5+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $86,320 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-6257133 | Securities Custodian | $63,208 |
Service code 28 · EIN 34-1922005 | Investment Management | $42,000 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $33,446 |
Filed as: INNOVATIVE SOFTWARE SOLUTION, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $28,147 |
MADON MALIN PC5+ years Service code 29 · EIN 13-3509284 | Legal | $27,424 |
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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 | $341,093,897-100.0% | $177,834-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 17.01% | 15.03%+2.0pp | 11.67%+5.3pp | 21.83%-4.8pp |
| Employer contribution / active EE | $9,735 | $3,206+203.7% | $28,376-65.7% | $12,237-20.4% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $15,617-100.0% | $1,551,325-100.0% |