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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SO CA PIPE TRADES ADMIN CORP Service code 14 · EIN 95-4557526 | Plan Administrator | $612,558 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 20 · EIN 01-0233346 | Direct payment from the plan; Trustee... | $567,216 |
KRAW LAW GROUP7+ years Filed as: KRAW & KRAW Service code 29 · EIN 77-0171216 | Legal | $23,801 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $21,697 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 20 · EIN 04-2927339 | Direct payment from the plan; Trustee... | $8,510 |
MILLER KAPLAN ARASE LLP4 years Filed as: MILLER KAPLAN ARASE & CO Service code 10 · EIN 95-2036255 | Accounting | $5,107 |
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 | $29,489 | $80,412-63.3% | $109,191-73.0% | $101,555-71.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 13.94% | 16.17%-2.2pp | 25.76%-11.8pp | 21.00%-7.1pp |
| Employer contribution / active EE | $339 | $3,731-90.9% | $3,723-90.9% | $2,972-88.6% |
| Participant deferral / active EE | $2,360 | $3,396-30.5% | $4,653-49.3% | $4,874-51.6% |
| Admin fee / account holder | $121 | $135-10.1% | $6,756-98.2% | $139-13.0% |