Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND5+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $96,678 |
O'SULLIVAN ASSOCIATES5+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $33,330 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $22,713 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 12-2646110 | Advisory (Plan) | $21,750 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $16,500 |
CARY KANE LLP5+ years Service code 29 · EIN 20-1942442 | Legal | $9,965 |
ADP BROKER-DEALER2 years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $6,025 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Services | $5,327 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $143,222-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 57.6%-57.6pp | 2.8%-2.8pp |
| Annual return | 18.90% | 16.32%+2.6pp | 8.97%+9.9pp | 16.32%+2.6pp |
| Employer contribution / active EE | $6,773 | $17,007-60.2% | $37,026-81.7% | $17,007-60.2% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,023-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,546-100.0% | $127-100.0% |