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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $1,274,845 |
CARPENTERS SOUTHWEST ADMIN CORP.2+ years Filed as: CARPENTERS SOUTHWEST ADMIN. CORP. Service code 13 · EIN 95-3687194 | Contract Administrator | $1,069,623 |
ULLICO1 year Filed as: UNION PRESS PRINTING Service code 36 1723 WEST EIGHTH STREET · WILMINGTON, DE 19805 | Direct payment from the plan; Copying... | $138,496 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $108,000 |
DECARLO & SHANLEY1 year Filed as: SHANLEY APC Service code 29 · EIN 87-3029070 | Legal | $64,986 |
Filed as: BROWNSTEIN, HYATT, FARBER, SCHRECK Service code 29 · EIN 26-1367865 | Legal | $52,878 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $15,000 |
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 | $8,490 | $51,785-83.6% | $112,270-92.4% | $89,433-90.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -0.01% | -11.06%+11.1pp | 27.49%-27.5pp | -11.88%+11.9pp |
| Employer contribution / active EE | $1,786 | $3,782-52.8% | $3,635-50.9% | $3,021-40.9% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $54 | $102-46.5% | $6,411-99.2% | $79-31.5% |