Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $11,470 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $6,750 |
THOMAS WEISEL PARTNERS4+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $6,003 |
THE WAGNER LAW GROUP1 year Filed as: WAGNER LAW GROUP Service code 29 · EIN 04-3323315 | Legal | $5,225 |
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | -7.76% | -5.24%-2.5pp | -6.55%-1.2pp | 0.19%-7.9pp |
| Employer contribution / active EE | $7,062 | $21,507-67.2% | $21,653-67.4% | $13,763-48.7% |
| Participant deferral / active EE | $0 | $326-100.0% | $160-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |