Filed May 29, 2020
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $246,574 |
WINSTON & STRAWN LLP4 years Service code 29 · EIN 36-1975990 | Legal | $93,644 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $76,784 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $28,817 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $9,075 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 5.16% | 8.35%-3.2pp | 9.78%-4.6pp | 18.35%-13.2pp |
| Employer contribution / active EE | $3,392 | $16,968-80.0% | $46,889-92.8% | $14,669-76.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |