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| Provider | Service type | Compensation |
|---|---|---|
ACCOUNTING DEPARTMENT9+ years Filed as: MIS DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $2,197,480 |
I SQUARED CAPITAL2 years Service code 28 · EIN 98-1550767 | Investment Management | $1,686,249 |
ACCOUNTING DEPARTMENT9+ years Filed as: CONTRIBUTION SERVICES DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $1,357,694 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: J. P. MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $1,160,777 |
ARTISAN PARTNERS2 years Filed as: ARTISAN Service code 28 · EIN 30-0551775 | Investment Management | $1,015,663 |
Filed as: CONSTITUTION CAPITAL Service code 28 · EIN 74-3246212 | Investment Management | $945,120 |
EXECUTIVE INSURANCE AGENCY INC9+ years Filed as: EXECUTIVE DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $801,204 |
HUMAN INTEREST ADVISOR LLC9+ years Filed as: HUMAN RESOURCES DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $625,392 |
ACCOUNTING DEPARTMENT9+ years Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $538,021 |
SAG-AFTRA HEALTH PLAN5 years Service code 15 · EIN 95-2110997 | Recordkeeping | $480,980 |
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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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Annual investment return 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 | $331,632-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 2.26% | 13.18%-10.9pp | 10.60%-8.3pp | 13.18%-10.9pp |
| Employer contribution / active EE | $6,852 | $8,469-19.1% | $43,831-84.4% | $8,469-19.1% |
| Participant deferral / active EE | $0 | $322-100.0% | $166-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $25,063-100.0% | - |