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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE5+ years Filed as: O'DONOGHUE AND O'DONONGHUE Service code 29 · EIN 53-0120528 | Legal | $80,140 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $47,261 |
IATSE LOCAL 225+ years Service code 14 · EIN 52-1021473 | Plan Administrator | $44,806 |
SARFINO AND RHOADES, LLP5+ years Service code 10 · EIN 52-0961657 | Accounting | $30,360 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 12 · EIN 52-1139156 | Direct payment from the plan; Claims ... | $16,405 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS INVST CONSG GROUP Service code 50 · EIN 52-1871508 | Direct Payment | $14,500 |
WELLS FARGO BANK, N.A.3 years Service code 19 · EIN 94-1347393 | Securities Custodian | $7,544 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 20.46% | 13.75%+6.7pp | 8.22%+12.2pp | 53.27%-32.8pp |
| Employer contribution / active EE | $5,631 | $13,858-59.4% | $46,636-87.9% | $14,774-61.9% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |