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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $1,171,181 |
UNITED TEAMSTER FUND9+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $488,000 |
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $101,345 |
O'SULLIVAN ASSOCIATES1 year Service code 11 · EIN 20-8199367 | Actuarial | $88,800 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 | Securities Custodian | $72,621 |
Service code 15 · EIN 23-2180279 | Recordkeeping | $49,414 |
CARY KANE LLP2 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $43,600 |
Service code 28 · EIN 34-1922005 | Investment Management | $42,000 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $33,400 |
MADON MALIN PC9+ years Service code 29 · EIN 13-3509284 | Legal | $29,367 |
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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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 16.48% | 8.44%+8.0pp | 14.20%+2.3pp | 9.11%+7.4pp |
| Employer contribution / active EE | $9,603 | $3,337+187.7% | $29,492-67.4% | $12,231-21.5% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |