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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE8+ years Filed as: O'DONOGHUE AND O'DONONGHUE Service code 29 · EIN 53-0120528 | Legal | $176,356 |
IATSE LOCAL 228+ years Service code 14 · EIN 52-1021473 | Plan Administrator | $41,340 |
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $35,627 |
SARFINO AND RHOADES, LLP8+ years Service code 10 · EIN 52-0961657 | Accounting | $33,900 |
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS INVST CONSG GROUP Service code 50 · EIN 52-1871508 | Direct Payment | $31,364 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 12 · EIN 52-1139156 | Direct payment from the plan; Claims ... | $17,197 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 711 HIGH STREET · DES MOINE, IA 50392 | Securities Custodian | $8,113 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $164,233-100.0% | $447,195-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 0.0%0pp |
| Annual return | -18.53% | 2.77%-21.3pp | -11.06%-7.5pp | 2.77%-21.3pp |
| Employer contribution / active EE | $6,258 | $15,262-59.0% | $55,362-88.7% | $15,262-59.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $26-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $3,572-100.0% | $1,015-100.0% |