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.
Auditor signed off without reservation - the cleanest possible 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% |