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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND10+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $83,979 |
O'SULLIVAN ASSOCIATES10+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $38,550 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $35,500 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 12-2646110 | Advisory (Plan) | $31,055 |
BENESYS, INC.6 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Services | $10,425 |
CARY KANE LLP10+ years Service code 29 · EIN 20-1942442 | Legal | $9,360 |
ADP BROKER-DEALER7 years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $6,804 |
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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 | $33,520-100.0% | $250,061-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 46.0%-46.0pp | 2.1%-2.1pp |
| Annual return | 11.01% | 7.65%+3.4pp | 7.82%+3.2pp | 7.65%+3.4pp |
| Employer contribution / active EE | $11,094 | $20,582-46.1% | $31,823-65.1% | $20,582-46.1% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $365-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $18,503-100.0% | $193-100.0% |