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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $1,072,363 |
UNITED TEAMSTER FUND6+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $440,000 |
ADP BROKER-DEALER6+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $101,878 |
O'SULLIVAN ASSOCIATES6+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $84,800 |
CARY KANE LLP1 year Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $66,156 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-6257133 | Securities Custodian | $65,890 |
Filed as: DEALY, SILBERSTEIN & BRAVERMAN LLP Service code 29 · EIN 46-1749176 | Legal | $42,713 |
Service code 28 · EIN 34-1922005 | Investment Management | $42,000 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $33,400 |
Filed as: INNOVATIVE SOFTWARE SOLUTION, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $32,164 |
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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 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 9.77% | 9.42%+0.3pp | 9.65%+0.1pp | 12.86%-3.1pp |
| Employer contribution / active EE | $9,194 | $3,243+183.5% | $27,458-66.5% | $13,687-32.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |