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| Provider | Service type | Compensation |
|---|---|---|
UNITED TEAMSTER FUND6+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $27,680 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $17,500 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $13,266 |
CARY KANE LLP6+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $7,290 |
PACIFIC INCOME ADVISORS2 years Service code 28 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Investment Management | $6,380 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,077 | $64,286-93.7% | $90,965-95.5% | $73,412-94.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | 6.75% | 21.46%-14.7pp | 134.57%-127.8pp | 59.30%-52.5pp |
| Employer contribution / active EE | $1,266 | $895+41.6% | $2,122-40.3% | $2,234-43.3% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $70 | $287-75.5% | $5,960-98.8% | $158-55.5% |