Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $6,100 |
THOMAS WEISEL PARTNERS3+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $5,154 |
LITTLER MENDELSON, P.C.3+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-0262731 | Legal | $4,414 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $2,065 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 8.97% | 14.20%-5.2pp | 11.12%-2.1pp | 23.90%-14.9pp |
| Employer contribution / active EE | $0 | $28,371-100.0% | $22,651-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |