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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND2+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $71,574 |
O'SULLIVAN ASSOCIATES2+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $32,380 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 12-2646110 | Advisory (Plan) | $20,000 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $17,035 |
Service code 10 · EIN 13-2665700 | Accounting | $16,875 |
CARY KANE LLP2+ years Service code 29 · EIN 20-1942442 | Legal | $11,187 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $110,523-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 47.6%-47.6pp | 1.8%-1.8pp |
| Annual return | 9.23% | 7.18%+2.1pp | 1.69%+7.5pp | 7.18%+2.1pp |
| Employer contribution / active EE | $4,669 | $13,095-64.3% | $24,295-80.8% | $13,095-64.3% |
| Participant deferral / active EE | $0 | $385-100.0% | $1,031-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,392-100.0% | $362-100.0% |