Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $25,674 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $6,900 |
THOMAS WEISEL PARTNERS5+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $6,360 |
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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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 7.40% | 20.56%-13.2pp | 13.45%-6.1pp | 53.27%-45.9pp |
| Employer contribution / active EE | $278 | $25,506-98.9% | $26,057-98.9% | $14,774-98.1% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |