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| Provider | Service type | Compensation |
|---|---|---|
ACCOUNTING DEPARTMENT8+ years Filed as: MIS DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $2,138,663 |
SAG-AFTRA HEALTH PLAN2 years Filed as: SAG-AFTRA HP Service code 15 · EIN 95-6024160 | Recordkeeping | $1,965,893 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: J. P. MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $1,531,267 |
I SQUARED CAPITAL1 year Service code 28 · EIN 98-1043772 | Investment Management | $1,316,695 |
ACCOUNTING DEPARTMENT8+ years Filed as: CONTRIBUTION SERVICES DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $1,310,198 |
Filed as: CONSTITUTION CAPITAL Service code 28 · EIN 74-3246212 | Investment Management | $902,922 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 50 · EIN 41-1719690 | Direct Payment | $812,786 |
EXECUTIVE INSURANCE AGENCY INC8+ years Filed as: EXECUTIVE DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $755,477 |
HUMAN INTEREST ADVISOR LLC8+ years Filed as: HUMAN RESOURCES DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $710,512 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 28 · EIN 30-0551775 | Investment Management | $611,900 |
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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 | $1,469,698-100.0% | $268,676-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -4.08% | 7.68%-11.8pp | -10.68%+6.6pp | 7.68%-11.8pp |
| Employer contribution / active EE | $6,907 | $9,142-24.4% | $48,995-85.9% | $9,142-24.4% |
| Participant deferral / active EE | $0 | $462-100.0% | $360-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $4,366-100.0% | $19,323-100.0% |