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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERNATIONAL BROTHERHOOD TEAMSTERS Service code 15 · EIN 53-0215427 | Recordkeeping | $224,919 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $89,332 |
GARY M. TIBONI, CPA1+ years Filed as: GARY HEYING Service code 30 · EIN 53-0215427 | Employee (plan); Recordkeeping fees | $84,415 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $76,729 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $36,850 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $34,010 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 93-0994754 | Investment Management | $21,903 |
Filed as: JOHN D. WARD Service code 29 2201 N ST. N.W. SUITE 117 · WASHINGTON, DC 20037 | Legal | $20,888 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | 0.65% | -0.74%+1.4pp | -1.08%+1.7pp | -0.60%+1.3pp |
| Employer contribution / active EE | $37,647 | $12,555+199.8% | $35,779+5.2% | $12,272+206.8% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |