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| Provider | Service type | Compensation |
|---|---|---|
CARPENTERS SOUTHWEST ADMIN CORP.3+ years Filed as: CARPENTERS SOUTHWEST ADMIN. CORP. Service code 13 · EIN 95-3687194 | Contract Administrator | $1,943,344 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $1,455,437 |
Filed as: BROWNSTEIN, HYATT, FARBER, SCHRECK Service code 29 · EIN 26-1367865 | Legal | $119,557 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $116,500 |
DECARLO & SHANLEY2 years Filed as: SHANLEY APC Service code 29 · EIN 87-3029070 | Legal | $88,946 |
ULLICO2 years Filed as: UNION PRESS PRINTING Service code 36 1723 WEST EIGHTH STREET · WILMINGTON, DE 19805 | Direct payment from the plan; Copying... | $32,537 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $17,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $12,157 |
THE SEGAL COMPANY1 year Service code 16 · EIN 94-1503999 | Consulting | $7,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,406 | $55,730-79.5% | $96,543-88.2% | $96,393-88.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 29.85% | 12.78%+17.1pp | 35.75%-5.9pp | 22.88%+7.0pp |
| Employer contribution / active EE | $2,011 | $4,014-49.9% | $3,741-46.2% | $3,239-37.9% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $66 | $105-37.8% | $6,737-99.0% | $74-11.3% |