Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $29,176 |
THOMAS WEISEL PARTNERS8+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $11,035 |
BRADY MARTZ & ASSOCIATES3 years Service code 10 · EIN 45-0310328 | Accounting | $7,000 |
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Employer contribution per participant 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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -18.52% | -17.19%-1.3pp | 179.55%-198.1pp | 2.77%-21.3pp |
| Employer contribution / active EE | $4,155 | $23,110-82.0% | $24,917-83.3% | $15,262-72.8% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |