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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND3+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $100,737 |
O'SULLIVAN ASSOCIATES3+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $32,400 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 12-2646110 | Advisory (Plan) | $20,000 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $19,082 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $17,322 |
CARY KANE LLP3+ years Service code 29 · EIN 20-1942442 | Legal | $11,750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,031-100.0% | $127,144-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 62.9%-62.9pp | 4.5%-4.5pp |
| Annual return | 12.67% | 11.07%+1.6pp | 9.35%+3.3pp | 13.95%-1.3pp |
| Employer contribution / active EE | $5,565 | $14,286-61.0% | $25,504-78.2% | $16,598-66.5% |
| Participant deferral / active EE | $0 | $1,617-100.0% | $1,066-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $4,122-100.0% | $2,049-100.0% | $612-100.0% |