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| Provider | Service type | Compensation |
|---|---|---|
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 | $473,516 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 601 CONGRESS STREET, 6TH FLOOR · BOSTON, MA 02210 | Recordkeeping Fees | $40,628 |
KRAW LAW GROUP2+ years Filed as: KRAW & KRAW Service code 29 · EIN 77-0171216 605 ELLIS STREET SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $36,402 |
BERNARD KOTKIN & COMPANY LLP2+ years Service code 10 · EIN 95-2556670 533 SOUTH FREMONT AVENUE SUITE 802 · LOS ANGELES, CA 90071 | Accounting | $20,300 |
KAREN MEIFERT2+ years Filed as: KAREN PEET Service code 16 1731 ASPEN VILLAGE WAY · WEST COVINA, CA 91791 | Consulting | $16,141 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120518 4748 WISCONSIN AVE., NW · WASHINGTON, DC 20016 | Legal | $14,440 |
SYSTEMS SOLUTIONS GROUP1 year Service code 16 1836 MELWOOD DRIVE · GLENDALE, CA 91207 | Consulting | $10,326 |
THE HARMAN PRESS2+ years Filed as: HARMAN PRESS Service code 36 · EIN 95-2280466 6840 VINELAND AVENUE · NORTH HOLLYWOOD, CA 91605 | Copying and duplicating | $7,782 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 27 · EIN 04-2927339 1 MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Advisory (Plan) | $7,717 |
Filed as: LAQUER, URBAN, CLIFFORD & HODGE Service code 29 · EIN 95-4047729 225 SOUTH LAKE AVE., SUITE 200 · PASADENA, CA 91101 | Legal | $5,477 |
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 | $14,661 | $50,626-71.0% | $84,753-82.7% | $65,292-77.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 5.93% | 5.34%+0.6pp | 22.78%-16.9pp | 11.84%-5.9pp |
| Employer contribution / active EE | $249 | $3,033-91.8% | $3,574-93.0% | $2,302-89.2% |
| Participant deferral / active EE | $1,680 | $3,109-46.0% | $3,712-54.7% | $3,579-53.0% |
| Admin fee / account holder | $66 | $97-31.7% | $5,333-98.8% | $57+15.1% |