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| Provider | Service type | Compensation |
|---|---|---|
SAG-AFTRA HEALTH PLAN1 year Filed as: SAG AFTRA HEALTH PLAN Service code 15 · EIN 95-6024160 | Recordkeeping | $3,179,902 |
ACCOUNTING DEPARTMENT6+ years Filed as: MIS DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $1,762,229 |
Filed as: JPMORGAN RE Service code 27 · EIN 13-6038770 | Advisory (Plan) | $1,413,460 |
IFM INVESTORS PTY LTD4 years Service code 28 · EIN 98-0569684 | Investment Management | $1,185,795 |
ACCOUNTING DEPARTMENT6+ years Filed as: CONTRIBUTION SERVICES DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $1,116,544 |
Filed as: GRANTHAM MAYO VAN OTTERLOO CO LLC Service code 28 · EIN 45-2174907 | Investment Management | $971,707 |
CONSTITUTION CAPITAL PARTNERS6+ years Filed as: CONSTITUTION CAPITAL PARTNERS LLC Service code 28 · EIN 74-3246212 | Investment Management | $725,472 |
Service code 52 · EIN 41-1719690 | Indirect Investment Fees | $716,024 |
GQG EMERGING EQUITY1 year Service code 28 · EIN 81-2946944 | Investment Management | $701,046 |
EXECUTIVE INSURANCE AGENCY INC6+ years Filed as: EXECUTIVE DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $677,640 |
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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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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 9.20% | 13.80%-4.6pp | 10.03%-0.8pp | 13.80%-4.6pp |
| Employer contribution / active EE | $6,574 | $10,386-36.7% | $38,789-83.1% | $10,386-36.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $74-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |