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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERNATIONAL BROTHERHOOD TEAMSTERS Service code 15 · EIN 53-0215427 | Recordkeeping | $255,958 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $105,576 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $92,413 |
CATHY HAYES1 year Service code 30 · EIN 53-0215427 | Recordkeeping fees; Employee (plan) | $48,447 |
Filed as: JOHN D. WARD Service code 29 2201 N ST. N.W. SUITE 117 · WASHINGTON, DC 20037 | Legal | $37,687 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $37,000 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $36,549 |
PAT FLYNN1 year Filed as: PAT COLE Service code 30 · EIN 53-0215427 | Recordkeeping fees; Employee (plan) | $30,403 |
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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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 6.70% | 12.52%-5.8pp | 9.39%-2.7pp | 23.90%-17.2pp |
| Employer contribution / active EE | $39,024 | $13,977+179.2% | $33,466+16.6% | $16,539+135.9% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |