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 FUND3+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $26,640 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $17,500 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $13,412 |
CARY KANE LLP3+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $5,337 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,000 |
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 | $71,666-100.0% | $117,861-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 79.7%-79.7pp | 70.7%-70.7pp |
| Annual return | 5.65% | 18.86%-13.2pp | 335.11%-329.5pp | 27571.02%-27565.4pp |
| Employer contribution / active EE | $813 | $1,889-57.0% | $3,786-78.5% | $2,032-60.0% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |