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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $1,103,679 |
UNITED TEAMSTER FUND7+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $440,000 |
ADP BROKER-DEALER7+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $104,001 |
O'SULLIVAN ASSOCIATES7+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $84,800 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 510 NORTH VALLEY MILLS DRIVE · WACO, TX 76710 | Securities Custodian | $75,382 |
Service code 11 26 SWAYZE ST. · WEST ORANGE, NJ 07052 | Actuarial | $48,394 |
Service code 28 · EIN 34-1922005 | Investment Management | $42,000 |
Filed as: DEALY, SILBERSTEIN & BRAVERMAN LLP Service code 29 · EIN 46-1749176 | Legal | $35,895 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $33,400 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $30,450 |
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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 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 12.94% | 11.76%+1.2pp | 10.41%+2.5pp | 15.63%-2.7pp |
| Employer contribution / active EE | $10,732 | $3,456+210.5% | $31,248-65.7% | $11,476-6.5% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |