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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC MEDIA WORKERS GUILD10+ years Service code 14 · EIN 94-0722887 | Plan Administrator | $186,268 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN Service code 28 · EIN 13-4994650 | Investment Management | $129,599 |
Filed as: FULLER & THALER ASSET MGMT Service code 28 · EIN 94-3176968 | Investment Management | $126,515 |
Filed as: METROPOLITAN WEST ASSET MGMT Service code 28 · EIN 95-3703295 | Investment Management | $91,379 |
US BANK10+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $77,341 |
GOLDMAN SACHS1 year Filed as: DSM CAPITAL PARTNERS LLC Service code 28 · EIN 31-1770164 | Investment Management | $75,487 |
KRAW LAW GROUP6 years Service code 29 · EIN 32-0465891 | Legal | $63,460 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $31,825 |
NWPS2 years Service code 11 · EIN 04-3721424 | Actuarial | $17,000 |
JAMES A. REICHERT2 years Filed as: JAMES MURPHY, CPA Service code 10 · EIN 95-4508726 | Accounting | $12,000 |
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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 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 11.30% | 10.38%+0.9pp | 6.89%+4.4pp | 8.21%+3.1pp |
| Employer contribution / active EE | $18,767 | $22,557-16.8% | $43,785-57.1% | $13,837+35.6% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |