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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $91,417 |
CARPENTERS HEALTH & SECURITY WWA1+ years Service code 14 · EIN 91-6029049 | Plan Administrator | $58,500 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CARPENTERES RETIREMENT PLAN WWA Service code 14 · EIN 91-6029051 | Plan Administrator | $31,500 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $28,085 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $21,900 |
Service code 29 · EIN 91-0889948 | Legal | $15,277 |
CHERYL CRAGG1+ years Service code 49 14733 NE 57TH ST · BELLEVUE, WA 98007 | Other Services | $14,912 |
PUBLISHER'S MAILING SERVICE1+ years Service code 49 · EIN 91-1928931 | Other Services | $8,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $83,458-100.0% | $123,105-100.0% | $67,505-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 86.8%-86.8pp | 71.2%-71.2pp |
| Annual return | 2.00% | 1.29%+0.7pp | 13.22%-11.2pp | 6.52%-4.5pp |
| Employer contribution / active EE | $1,189 | $3,087-61.5% | $5,151-76.9% | $2,173-45.3% |
| Participant deferral / active EE | $1,361 | $5,379-74.7% | $6,229-78.2% | $3,597-62.2% |
| Admin fee / account holder | $0 | $60-100.0% | $9,014-100.0% | $56-100.0% |