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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC MEDIA WORKERS GUILD2+ years Service code 14 · EIN 94-0722887 433 NATOMA STREET 2ND FL · SAN FRANCISCO, CA 94103 | Plan Administrator | $170,746 |
FULLER & THALER ASSET MANAGEMENT2+ years Filed as: FULLER THALER ASSET MGMT Service code 27 · EIN 94-3176968 411 BOREL AVE. SUITE 300 · SAN MATEO, CA 94402 | Advisory (Plan) | $105,484 |
BLACKROCK1 year Filed as: BLACKROCK EQUITY INDEX Service code 27 · EIN 94-3112180 345 PARK AVENUE · NEW YORK, NY 10154 | Advisory (Plan) | $87,279 |
GOLDMAN SACHS2+ years Filed as: DSM CAPITAL PARTNERS Service code 27 · EIN 31-1770164 7111 FAIRWAY DR. #350 · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $81,796 |
GENESIS ASSET MANAGERS LLP2+ years Filed as: GENESIS Service code 27 · EIN 94-6052176 | Advisory (Plan) | $79,039 |
NUMERIC INVESTORS LLC1 year Filed as: NUMERIC ABSOLUTE RETURN FUND Service code 27 · EIN 04-3068821 470 ATLANTIC AVE. 6TH FL · BOSTON, MA 02210 | Advisory (Plan) | $78,634 |
US BANK2+ years Service code 21 · EIN 95-3571558 221 FIGUEROA ST. #210 · LOS ANGELES, CA 90012 | Bank Trustee | $60,067 |
NEUBERGER BERMAN2+ years Service code 27 · EIN 02-0654486 190 SO. LA SALLE ST. #2400 · CHICAGO, IL 60603 | Advisory (Plan) | $51,228 |
Filed as: MET WEST Service code 27 · EIN 95-4597302 865 FIGUEROA ST. #1800 · LOS ANGELES, CA 90017 | Advisory (Plan) | $39,465 |
EBEN LU, CPA, A P.C.1 year Filed as: EBEN LU, CPA, A PROF. CORP Service code 10 · EIN 94-3134358 3749 BUCHANAN STREET · SAN FRANCISCO, CA 94123 | Accounting | $31,725 |
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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 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 5.62% | 5.61%0pp | 3.99%+1.6pp | 11.88%-6.3pp |
| Employer contribution / active EE | $80,852 | $20,606+292.4% | $38,279+111.2% | $14,612+453.3% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |