Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SO CA PIPE TRADES ADMIN CORP Service code 14 · EIN 95-4557526 | Plan Administrator | $552,072 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $528,532 |
Filed as: BERNARD KOTKIN & CO., LLP Service code 10 · EIN 95-2556670 | Accounting | $21,032 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120518 | Legal | $13,501 |
KRAW LAW GROUP4+ years Filed as: KRAW & KRAW Service code 29 · EIN 77-0171216 | Legal | $11,685 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $7,663 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE & CO Service code 10 · EIN 95-2036255 | Accounting | $6,006 |
KAREN MEIFERT4+ years Filed as: KAREN PEET Service code 16 1731 ASPEN VILLAGE WAY · WEST COVINA, CA 91791 | Consulting | $5,430 |
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.
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 | $0 | $49,973-100.0% | $83,831-100.0% | $73,367-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 76.1%-76.1pp | 69.5%-69.5pp |
| Annual return | -5.51% | 0.83%-6.3pp | 850.99%-856.5pp | 173.45%-179.0pp |
| Employer contribution / active EE | $371 | $3,293-88.7% | $3,631-89.8% | $2,499-85.1% |
| Participant deferral / active EE | $1,903 | $2,341-18.7% | $4,082-53.4% | $4,033-52.8% |
| Admin fee / account holder | $0 | $95-100.0% | $5,479-100.0% | $68-100.0% |