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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $1,142,784 |
UNITED TEAMSTER FUND8+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $499,292 |
ADP BROKER-DEALER8+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $86,642 |
O'SULLIVAN ASSOCIATES8+ years Filed as: O'SULLIVAN AND ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $84,800 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 | Securities Custodian | $69,308 |
Service code 28 · EIN 34-1922005 | Investment Management | $42,000 |
MADON MALIN PC8+ years Service code 29 · EIN 13-3509284 | Legal | $37,978 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $35,112 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $32,173 |
Filed as: DEALY, SILBERSTEIN & BRAVERMAN LLP Service code 29 · EIN 46-1749176 | Legal | $18,572 |
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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 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -14.69% | -14.77%+0.1pp | 7.07%-21.8pp | 23.41%-38.1pp |
| Employer contribution / active EE | $9,538 | $4,290+122.3% | $34,847-72.6% | $12,650-24.6% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |