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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $1,215,857 |
CARPENTERS SOUTHWEST ADMIN CORP.1+ years Filed as: CARPENTERS SOUTHWEST ADMIN. CORP. Service code 13 · EIN 95-3687194 | Contract Administrator | $518,728 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $108,000 |
Filed as: BROWNSTEIN, HYATT, FARBER, SCHRECK Service code 29 · EIN 26-1367865 | Legal | $43,704 |
DECARLO & SHANLEY1+ years Service code 29 | Legal | $31,166 |
STRATEGIC PRINTWORKS1+ years Service code 36 · EIN 84-2800220 | Copying and duplicating | $19,694 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $17,500 |
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 | $8,144 | $65,673-87.6% | $109,191-92.5% | $106,520-92.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 12.55% | 15.69%-3.1pp | 25.76%-13.2pp | 19.28%-6.7pp |
| Employer contribution / active EE | $1,471 | $4,042-63.6% | $3,723-60.5% | $2,840-48.2% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $44 | $107-58.5% | $6,756-99.3% | $75-40.3% |