| Provider | Service type | Compensation |
|---|---|---|
Filed as: INT'L UNION OF BAC Service code 15 · EIN 53-0038250 | Recordkeeping | $4,503,942 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $748,500 |
CHEIRON10+ years Filed as: CHEIRON, INC Service code 50 · EIN 13-4215617 | Direct Payment | $336,161 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $270,035 |
LESTER W. KAUFFMAN III2 years Service code 30 · EIN 52-6127745 | Employee (plan); Direct payment from ... | $226,809 |
O'DONOGHUE & O'DONOGHUE9 years Service code 29 · EIN 53-0120528 | Legal | $225,719 |
FUIMAN MOGILA, LLP2 years Service code 29 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 | Legal | $215,879 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $136,342 |
DOCUMETRICS, INC10+ years Service code 15 · EIN 52-1852876 | Recordkeeping | $126,912 |
NANCY FERGUSON6 years Filed as: NANCY CALLAHAN Service code 30 · EIN 52-6127745 | Employee (plan); Direct payment from ... | $125,058 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.20% | 10.11%+1.1pp | 8.10%+3.1pp | 8.85%+2.4pp |
| Employer contribution / active EE | $4,407 | $12,795-65.6% | $28,649-84.6% | $8,529-48.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |