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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE7+ years Filed as: O'DONOGHUE AND O'DONONGHUE Service code 29 · EIN 53-0120528 | Legal | $118,225 |
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS INVST CONSG GROUP Service code 50 · EIN 52-1871508 | Direct Payment | $45,450 |
IATSE LOCAL 227+ years Service code 14 · EIN 52-1021473 | Plan Administrator | $44,319 |
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $34,773 |
SARFINO AND RHOADES, LLP7+ years Service code 10 · EIN 52-0961657 | Accounting | $26,670 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 12 · EIN 52-1139156 | Claims processing; Direct payment fro... | $17,287 |
WELLS FARGO BANK, N.A.5 years Service code 19 · EIN 94-1347393 | Securities Custodian | $7,861 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,472,696-100.0% | $439,512-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 0.7%-0.7pp |
| Annual return | 13.73% | 11.40%+2.3pp | 9.07%+4.7pp | 13.24%+0.5pp |
| Employer contribution / active EE | $2,633 | $18,263-85.6% | $46,116-94.3% | $14,616-82.0% |
| Participant deferral / active EE | $0 | $791-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $147,323-100.0% | $4,137-100.0% |