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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND4+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $94,956 |
O'SULLIVAN ASSOCIATES4+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $31,800 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $21,534 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 12-2646110 | Advisory (Plan) | $20,000 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $16,100 |
CARY KANE LLP4+ years Service code 29 · EIN 20-1942442 | Legal | $7,500 |
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $5,669 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $110,792-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 58.3%-58.3pp | 4.7%-4.7pp |
| Annual return | -6.67% | -0.69%-6.0pp | -0.33%-6.3pp | -0.69%-6.0pp |
| Employer contribution / active EE | $5,887 | $16,786-64.9% | $25,782-77.2% | $16,786-64.9% |
| Participant deferral / active EE | $0 | $525-100.0% | $928-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,824-100.0% | $124-100.0% |