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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND6+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $94,587 |
O'SULLIVAN ASSOCIATES6+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $34,550 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 12-2646110 | Advisory (Plan) | $24,750 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $16,500 |
CARY KANE LLP6+ years Service code 29 · EIN 20-1942442 | Legal | $8,993 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $8,510 |
ADP BROKER-DEALER3 years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $5,901 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Services | $5,566 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $75,924-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 52.9%-52.9pp | 1.7%-1.7pp |
| Annual return | 9.19% | 627.08%-617.9pp | 6.78%+2.4pp | 627.08%-617.9pp |
| Employer contribution / active EE | $8,274 | $18,824-56.0% | $28,542-71.0% | $18,824-56.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $763-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,754-100.0% | $1,923-100.0% |