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| Provider | Service type | Compensation |
|---|---|---|
ACCOUNTING DEPARTMENT10+ years Filed as: MIS DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $2,282,224 |
ACCOUNTING DEPARTMENT10+ years Filed as: CONTRIBUTION SERVICES DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $1,411,079 |
I SQUARED CAPITAL1 year Filed as: I SQUARED CAPITAL ADVISORS LLC Service code 28 · EIN 98-1043772 | Investment Management | $1,400,217 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: J. P. MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $1,344,870 |
ARTISAN PARTNERS3 years Filed as: ARTISAN Service code 28 · EIN 30-0551775 | Investment Management | $1,237,763 |
Service code 28 · EIN 74-3246212 | Investment Management | $936,161 |
EXECUTIVE INSURANCE AGENCY INC10+ years Filed as: EXECUTIVE DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $847,720 |
HUMAN INTEREST ADVISOR LLC10+ years Filed as: HUMAN RESOURCES DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $665,007 |
ACCOUNTING DEPARTMENT10+ years Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $563,636 |
SAG-AFTRA HEALTH PLAN6 years Service code 15 · EIN 95-2110997 | Recordkeeping | $547,928 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 10.81% | 8.85%+2.0pp | 6.89%+3.9pp | 8.85%+2.0pp |
| Employer contribution / active EE | $6,762 | $8,529-20.7% | $43,868-84.6% | $8,529-20.7% |
| Participant deferral / active EE | $0 | $399-100.0% | $44-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |