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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERNATIONAL BROTHERHOOD TEAMSTERS Service code 15 · EIN 53-0215427 | Recordkeeping | $191,990 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $141,585 |
GARY M. TIBONI, CPA2+ years Filed as: GARY HEYING Service code 30 · EIN 53-0215427 | Employee (plan); Recordkeeping fees | $110,265 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $84,189 |
Filed as: JOHN D. WARD Service code 29 2201 N ST. N.W. SUITE 117 · WASHINGTON, DC 20037 | Legal | $82,500 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $37,000 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $36,290 |
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 93-0994754 | Investment Management | $19,689 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 6.12% | 4.82%+1.3pp | 3.97%+2.1pp | 7.18%-1.1pp |
| Employer contribution / active EE | $37,915 | $12,725+198.0% | $28,168+34.6% | $13,095+189.5% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |