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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES3+ years Filed as: CALLAN ASSOCIATES INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $91,026 |
CARPENTERS HEALTH & SECURITY WWA3+ years Service code 14 · EIN 91-6029049 | Plan Administrator | $58,500 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $32,580 |
Filed as: CARPENTERS RETIREMENT PLAN OF WWA Service code 14 · EIN 91-6029051 | Plan Administrator | $31,500 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $23,000 |
Service code 29 · EIN 91-0889948 | Legal | $16,368 |
Participant contribution per participant 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 | $25,146 | $96,400-73.9% | $149,721-83.2% | $177,276-85.8% |
| Participation rate | 100.0% | 88.9%+11.1pp | 87.1%+12.9pp | 74.8%+25.2pp |
| Annual return | 14.23% | 19.02%-4.8pp | 1501.67%-1487.4pp | 21.25%-7.0pp |
| Employer contribution / active EE | $1,825 | $3,680-50.4% | $5,444-66.5% | $2,479-26.4% |
| Participant deferral / active EE | $1,404 | $5,510-74.5% | $6,568-78.6% | $3,881-63.8% |
| Admin fee / account holder | $15 | $69-79.0% | $11,282-99.9% | $154-90.6% |