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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL 224+ years Service code 14 · EIN 52-1021473 | Plan Administrator | $43,066 |
O'DONOGHUE & O'DONOGHUE4+ years Filed as: O'DONOGHUE AND O'DONONGHUE Service code 29 · EIN 53-0120528 | Legal | $36,828 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $31,313 |
SARFINO AND RHOADES, LLP4+ years Service code 10 · EIN 52-0961657 | Accounting | $26,900 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 12 · EIN 52-1139156 | Direct payment from the plan; Claims ... | $15,986 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS INVST CONSG GROUP Service code 50 · EIN 52-1871508 | Direct Payment | $15,000 |
WELLS FARGO BANK, N.A.2 years Service code 19 · EIN 94-1347393 | Securities Custodian | $9,220 |
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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 | $66,477-100.0% | $171,071-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 13.7%-13.7pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | -4.84% | -3.07%-1.8pp | -3.19%-1.6pp | 0.19%-5.0pp |
| Employer contribution / active EE | $5,500 | $12,239-55.1% | $48,658-88.7% | $13,763-60.0% |
| Participant deferral / active EE | $0 | $458-100.0% | $273-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $1,160-100.0% | $5,129-100.0% | $426-100.0% |