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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CARPENTERS SERVICES ADMIN. CORP. Service code 13 · EIN 95-3687194 | Contract Administrator | $3,044,994 |
Filed as: EMPOWER Service code 15 · EIN 06-1050034 | Recordkeeping | $400,316 |
Filed as: BROWNSTEIN, HYATT, FARBER, SCHRECK Service code 29 · EIN 26-1367865 | Legal | $145,175 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $125,000 |
DECARLO & SHANLEY3 years Filed as: SHANLEY APC Service code 29 · EIN 87-3029070 | Legal | $117,122 |
ULLICO3 years Filed as: UNION PRESS PRINTING Service code 36 1723 WEST EIGHTH STREET · WILMINGTON, DE 19805 | Direct payment from the plan; Copying... | $70,323 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $26,265 |
WPAS, INC.1 year Filed as: WPAS INC Service code 13 7525 SE 24TH ST 200 · MERCER ISLAND, WA 98040 | Contract Administrator | $21,764 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS INC Service code 49 PO BOX 4142, CHURCH STREET STATION · NEW YORK, NY 10261 | Other Services | $14,750 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80011 | Investment Management | $11,152 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,413 | $63,356-78.8% | $102,437-86.9% | $106,553-87.4% |
| Participation rate | 89.8% | 84.3%+5.6pp | 74.5%+15.3pp | 69.8%+20.0pp |
| Annual return | 41.47% | 14.77%+26.7pp | 24.95%+16.5pp | 17.37%+24.1pp |
| Employer contribution / active EE | $1,954 | $4,310-54.7% | $3,871-49.5% | $3,359-41.8% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $37 | $110-66.2% | $8,388-99.6% | $80-53.2% |