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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 | $534,168 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 601 CONGRESS STREET, 6TH FLOOR · BOSTON, MA 02210 | Recordkeeping Fees | $388,609 |
BERNARD KOTKIN & COMPANY LLP3+ years Service code 10 · EIN 95-2556670 533 SOUTH FREMONT AVENUE SUITE 802 · LOS ANGELES, CA 90071 | Accounting | $21,032 |
KRAW LAW GROUP3+ years Filed as: KRAW & KRAW Service code 29 · EIN 77-0171216 605 ELLIS STREET SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $14,980 |
THE HARMAN PRESS3+ years Filed as: HARMAN PRESS Service code 36 · EIN 95-2280466 6840 VINELAND AVENUE · NORTH HOLLYWOOD, CA 91605 | Copying and duplicating | $13,908 |
KAREN MEIFERT3+ years Filed as: KAREN PEET Service code 16 1731 ASPEN VILLAGE WAY · WEST COVINA, CA 91791 | Consulting | $10,868 |
WEST COAST MAILERS1 year Service code 49 5630 BORWICK AVE. · SOUTH GATE, CA 90280 | Other Services | $10,149 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120518 4748 WISCONSIN AVE., NW · WASHINGTON, DC 20016 | Legal | $9,825 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 27 · EIN 04-2927339 1 MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Advisory (Plan) | $7,846 |
MILLER KAPLAN ARASE LLP3+ years Filed as: MILLER, KAPLAN, ARASE & CO. Service code 10 · EIN 95-2036255 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 91602 | Accounting | $5,545 |
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 | $17,825 | $59,184-69.9% | $92,240-80.7% | $177,276-89.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 17.64% | 15.88%+1.8pp | 176.29%-158.7pp | 21.25%-3.6pp |
| Employer contribution / active EE | $257 | $2,985-91.4% | $3,680-93.0% | $2,479-89.6% |
| Participant deferral / active EE | $1,722 | $2,859-39.8% | $3,897-55.8% | $3,881-55.6% |
| Admin fee / account holder | $104 | $98+5.9% | $5,194-98.0% | $154-32.3% |