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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL 222+ years Service code 14 · EIN 52-1021473 | Plan Administrator | $37,508 |
O'DONOGHUE & O'DONOGHUE2+ years Filed as: O'DONOGHUE AND O'DONONGHUE Service code 29 · EIN 53-0120528 | Legal | $30,087 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $29,550 |
SARFINO AND RHOADES, LLP2+ years Service code 10 · EIN 52-0961657 | Accounting | $22,235 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS INVST CONSG GROUP Service code 50 · EIN 52-1871508 | Direct Payment | $15,500 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 12 · EIN 52-1139156 | Direct payment from the plan; Claims ... | $15,130 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 50 1021 E. CARY STREET · RICHMOND, VA 23219 | Direct Payment | $9,233 |
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Employer contribution per participant 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 | $0 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 9.75% | 5.83%+3.9pp | 4.07%+5.7pp | 7.18%+2.6pp |
| Employer contribution / active EE | $5,426 | $11,683-53.6% | $45,149-88.0% | $13,095-58.6% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |