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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT Service code 21 · EIN 23-1707341 | Bank Trustee | $364,583 |
Filed as: IATSE LOCAL 2 Service code 35 · EIN 36-0906745 | Direct payment from the plan; Other s... | $97,210 |
Filed as: BENEFITS MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $25,088 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $22,000 |
MAURY KELLER, CPA1 year Filed as: MAURY COLLINS Service code 24 · EIN 36-3248809 | Discretionary Trustee | $5,027 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,969 | $57,775-27.4% | $121,210-65.4% | $80,169-47.6% |
| Participation rate | 99.2% | 59.1%+40.0pp | 69.5%+29.6pp | 72.9%+26.2pp |
| Annual return | 10.21% | 20.30%-10.1pp | 987.41%-977.2pp | 40.39%-30.2pp |
| Employer contribution / active EE | $4,240 | $2,132+98.9% | $4,171+1.7% | $2,978+42.4% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $4,084-100.0% | $5,016-100.0% |
| Admin fee / account holder | $241 | $122+98.3% | $5,647-95.7% | $145+66.3% |