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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $1,032,146 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D BILLER ASSOCIATES Service code 27 · EIN 94-2854953 | Advisory (Plan) | $106,667 |
GROOM LAW GROUP1 year Service code 29 1701 PENNSYLVANIA AVE, NW · WASHINGTON, DC 20006 | Legal | $93,750 |
Filed as: NW CARPENTERS HEALTH & SECURITY Service code 14 · EIN 91-6029049 | Plan Administrator | $58,500 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $36,150 |
Filed as: NW CARPENTERS RETIREMENT PLAN Service code 14 · EIN 91-6029051 | Plan Administrator | $31,500 |
Service code 29 · EIN 91-0889948 | Legal | $30,274 |
PMA DIRECT MARKETING1 year Service code 36 1179 ANDOVER PARK WEST · TUKWILA, WA 98188 | Copying and duplicating; Direct payme... | $25,204 |
DECARLO & SHANLEY2 years Filed as: SHANLEY A PROFESSIONAL CORPORATION Service code 29 · EIN 87-3029070 | Legal | $18,400 |
PITNEY BOWES1 year Filed as: PITNEY BOWES PURCHASE POWER Service code 49 PO BOX 371874 · PITTSBURGH, PA 15250 | Other Services | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,480 | $145,513-77.0% | $184,256-81.8% | $99,313-66.3% |
| Participation rate | 96.2% | 90.3%+5.9pp | 86.8%+9.3pp | 71.7%+24.5pp |
| Annual return | 10.88% | 21.25%-10.4pp | 28.85%-18.0pp | 17.67%-6.8pp |
| Employer contribution / active EE | $439 | $5,354-91.8% | $6,427-93.2% | $3,264-86.5% |
| Participant deferral / active EE | $1,980 | $8,423-76.5% | $9,133-78.3% | $5,346-63.0% |
| Admin fee / account holder | $135 | $78+74.0% | $13,899-99.0% | $109+23.8% |