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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND9+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $81,677 |
O'SULLIVAN ASSOCIATES9+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $45,653 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 12-2646110 | Advisory (Plan) | $30,225 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $19,000 |
CARY KANE LLP9+ years Service code 29 · EIN 20-1942442 | Legal | $17,430 |
BENESYS, INC.5 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Services | $11,355 |
ADP BROKER-DEALER6 years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $7,663 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $186,774-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 55.8%-55.8pp | 2.4%-2.4pp |
| Annual return | 14.54% | 22.81%-8.3pp | 7.78%+6.8pp | 22.81%-8.3pp |
| Employer contribution / active EE | $12,037 | $18,290-34.2% | $32,517-63.0% | $18,290-34.2% |
| Participant deferral / active EE | $0 | $603-100.0% | $504-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $3,044-100.0% | $85,222-100.0% |