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| Provider | Service type | Compensation |
|---|---|---|
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $91,331 |
CARPENTERS HEALTH & SECURITY WWA2+ years Service code 14 · EIN 91-6029049 | Plan Administrator | $58,500 |
Filed as: CARPENTERS RETIREMENT PLAN WWA Service code 14 · EIN 91-6029051 | Plan Administrator | $31,500 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $23,000 |
MCKENZIE ROTHWELL BARLOW & COUGHRAN2+ years Service code 29 · EIN 91-0889948 | Legal | $9,807 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $8,584 |
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,125 | $82,683-70.8% | $133,980-82.0% | $65,292-63.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 72.4%+27.6pp |
| Annual return | 5.34% | 9.63%-4.3pp | 29.30%-24.0pp | 11.84%-6.5pp |
| Employer contribution / active EE | $1,597 | $3,583-55.4% | $5,211-69.4% | $2,302-30.6% |
| Participant deferral / active EE | $1,329 | $5,190-74.4% | $6,282-78.8% | $3,579-62.9% |
| Admin fee / account holder | $15 | $66-77.9% | $9,324-99.8% | $57-74.7% |