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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE6+ years Filed as: O'DONOGHUE AND O'DONONGHUE Service code 29 · EIN 53-0120528 | Legal | $58,767 |
IATSE LOCAL 226+ years Service code 14 · EIN 52-1021473 | Plan Administrator | $44,284 |
BOLTON PARTNERS, INC.6+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $36,217 |
BOLTON PARTNERS, INC.6+ years Filed as: BOLTON PARTNERS INVST CONSG GROUP Service code 50 · EIN 52-1871508 | Direct Payment | $33,750 |
SARFINO AND RHOADES, LLP6+ years Service code 10 · EIN 52-0961657 | Accounting | $30,675 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 12 · EIN 52-1139156 | Claims processing; Direct payment fro... | $15,459 |
WELLS FARGO BANK, N.A.4 years Service code 19 · EIN 94-1347393 | Securities Custodian | $7,758 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | 18.28% | 11.02%+7.3pp | 1087.39%-1069.1pp | 11.45%+6.8pp |
| Employer contribution / active EE | $2,030 | $20,468-90.1% | $42,245-95.2% | $17,219-88.2% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |