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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SO CA PIPE TRADES ADMIN CORP Service code 14 · EIN 95-4557526 | Plan Administrator | $633,707 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $566,618 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 53-0120518 | Legal | $29,595 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $24,819 |
KRAW LAW GROUP6+ years Filed as: KRAW & KRAW Service code 29 · EIN 77-0171216 | Legal | $14,040 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $8,339 |
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.
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 | $24,100 | $52,155-53.8% | $101,275-76.2% | $106,273-77.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 15.61% | 13.07%+2.5pp | 46.46%-30.9pp | 21.70%-6.1pp |
| Employer contribution / active EE | $234 | $3,414-93.1% | $3,660-93.6% | $2,722-91.4% |
| Participant deferral / active EE | $2,111 | $2,716-22.3% | $4,370-51.7% | $4,601-54.1% |
| Admin fee / account holder | $117 | $102+15.0% | $5,948-98.0% | $78+49.2% |