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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE3+ years Filed as: O'DONOGHUE AND O'DONONGHUE Service code 29 · EIN 53-0120528 | Legal | $47,017 |
IATSE LOCAL 223+ years Service code 14 · EIN 52-1021473 | Plan Administrator | $38,970 |
SARFINO AND RHOADES, LLP3+ years Service code 10 · EIN 52-0961657 | Accounting | $28,400 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $27,734 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 12 · EIN 52-1139156 | Direct payment from the plan; Claims ... | $16,195 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS INVST CONSG GROUP Service code 50 · EIN 52-1871508 | Direct Payment | $15,500 |
WELLS FARGO BANK, N.A.1 year Service code 50 · EIN 94-1347393 | Direct Payment | $9,145 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 11.40% | 14.13%-2.7pp | 8.93%+2.5pp | 23.90%-12.5pp |
| Employer contribution / active EE | $4,919 | $10,974-55.2% | $43,470-88.7% | $16,539-70.3% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |