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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $917,168 |
CHERYL CRAGG9+ years Service code 50 14733 NE 57TH ST · BELLEVUE, WA 98007 | Direct Payment | $195,482 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN D BILLER ASSOC Service code 27 · EIN 94-2854953 | Advisory (Plan) | $106,667 |
Filed as: NW CARPENTERS HEALTH & SECURITY Service code 14 · EIN 91-6029049 | Plan Administrator | $58,500 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 920 FIFTH AVE STE 3300 · SEATTLE, WA 98104 | Legal | $46,649 |
DECARLO & SHANLEY1 year Filed as: SHANLEY A PROFESSIONAL CORPORATION Service code 29 · EIN 87-3029070 | Legal | $37,187 |
Filed as: NW CARPENTERS RETIREMENT PLAN Service code 14 · EIN 91-6029051 | Plan Administrator | $31,500 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $27,500 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 | Actuarial | $23,320 |
GORDON ASSET MANAGEMENT2 years Filed as: GORDON TILDEN THOMAS CORDELL Service code 29 600 UNIVERSITY ST STE 2915 · SEATTLE, WA 98101 | Legal | $22,040 |
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 | $29,448 | $135,240-78.2% | $170,055-82.7% | $96,393-69.5% |
| Participation rate | 95.1% | 86.5%+8.6pp | 87.0%+8.1pp | 71.3%+23.8pp |
| Annual return | 14.84% | 22.04%-7.2pp | 53.43%-38.6pp | 22.88%-8.0pp |
| Employer contribution / active EE | $1,236 | $5,029-75.4% | $6,790-81.8% | $3,239-61.8% |
| Participant deferral / active EE | $1,703 | $8,138-79.1% | $10,410-83.6% | $5,455-68.8% |
| Admin fee / account holder | $146 | $85+71.5% | $12,828-98.9% | $74+97.1% |