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| Provider | Service type | Compensation |
|---|---|---|
S.C. PIPE TRADES ADMIN. CORP.1+ years Filed as: SO. CA. PIPE TRADES ADMIN. CORP. Service code 14 · EIN 95-4557526 501 SHATTO PLACE, 5TH FLOOR · LOS ANGELES, CA 900201713 | Plan Administrator | $476,540 |
KRAW LAW GROUP1+ years Filed as: KRAW & KRAW Service code 29 · EIN 77-0171216 605 ELLIS STREET SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $48,957 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 601 CONGRESS STREET, 6TH FLOOR · BOSTON, MA 02210 | Recordkeeping Fees | $21,291 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120518 4748 WISCONSIN AVE., NW · WASHINGTON, DC 20016 | Legal | $20,289 |
BERNARD KOTKIN & COMPANY LLP1+ years Service code 10 · EIN 95-2556670 533 SOUTH FREMONT AVENUE SUITE 802 · LOS ANGELES, CA 90071 | Accounting | $17,832 |
THE HARMAN PRESS1+ years Filed as: HARMAN PRESS Service code 36 · EIN 95-2280466 6840 VINELAND AVENUE · NORTH HOLLYWOOD, CA 91605 | Copying and duplicating | $8,731 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 · EIN 04-2927339 1 MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Advisory (Plan) | $7,684 |
Filed as: LAQUER, URBAN, CLIFFORD & HODGE Service code 29 · EIN 95-4047729 225 SOUTH LAKE AVE., SUITE 200 · PASADENA, CA 91101 | Legal | $6,160 |
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER, KAPLAN, ARASE & CO. Service code 10 · EIN 95-2036255 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 91602 | Accounting | $5,548 |
KAREN MEIFERT1+ years Filed as: KAREN PEET Service code 16 1731 ASPEN VILLAGE WAY · WEST COVINA, CA 91791 | Consulting | $5,447 |
Employer 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 | $14,288 | $48,096-70.3% | $75,784-81.1% | $67,505-78.8% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | -0.90% | 0.30%-1.2pp | 9.68%-10.6pp | 6.52%-7.4pp |
| Employer contribution / active EE | $169 | $2,549-93.4% | $3,323-94.9% | $2,173-92.2% |
| Participant deferral / active EE | $1,576 | $3,109-49.3% | $3,652-56.8% | $3,597-56.2% |
| Admin fee / account holder | $71 | $82-14.0% | $5,300-98.7% | $56+25.8% |