Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $8,310 |
THOMAS WEISEL PARTNERS2+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $7,057 |
BRADY MARTZ & ASSOCIATES2+ years Filed as: BRADY MARTZ ASSOCIATES Service code 10 · EIN 45-0310328 | Accounting | $3,200 |
LITTLER MENDELSON, P.C.2+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-0262731 | Legal | $134 |
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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 1.40% | 3.15%-1.7pp | 1.15%+0.3pp | 7.18%-5.8pp |
| Employer contribution / active EE | $4,730 | $18,767-74.8% | $26,339-82.0% | $13,095-63.9% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |