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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEAMSTERS LOCAL 727 PENSION FUND Service code 49 · EIN 36-6102397 | Other Services | $51,412 |
CTM LEGAL GROUP2 years Service code 29 · EIN 46-1047517 | Legal | $10,423 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 | Accounting | $10,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $7,725 |
AMALGAMATED BANK5+ years Service code 28 · EIN 36-0721895 | Investment Management | $2,230 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,909 | $40,278-70.4% | $80,569-85.2% | $80,160-85.1% |
| Participation rate | 100.0% | 47.5%+52.5pp | 67.0%+33.0pp | 72.9%+27.1pp |
| Annual return | 15.20% | 50.86%-35.7pp | 935.43%-920.2pp | 40.38%-25.2pp |
| Employer contribution / active EE | $4,381 | $1,332+228.8% | $2,723+60.8% | $2,978+47.1% |
| Participant deferral / active EE | $26 | $2,696-99.0% | $4,447-99.4% | $5,017-99.5% |
| Admin fee / account holder | $88 | $210-58.3% | $5,377-98.4% | $145-39.4% |