Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THOMAS WEISEL PARTNERS2+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $508,479 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER AND MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $4,373 |
BRADY MARTZ & ASSOCIATES2+ years Filed as: BRADY MARTZ ASSOCIATES Service code 10 · EIN 45-0310328 | Accounting | $4,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $247,696 | $122,709+101.9% | $88,497+179.9% | $57,658+329.6% |
| Participation rate | 100.0% | 89.9%+10.1pp | 82.4%+17.6pp | 70.2%+29.8pp |
| Annual return | 5.04% | 10.63%-5.6pp | 7.63%-2.6pp | 5.13%-0.1pp |
| Employer contribution / active EE | $12,746 | $4,531+181.3% | $4,036+215.8% | $1,974+545.8% |
| Participant deferral / active EE | $9 | $6,704-99.9% | $4,899-99.8% | $3,061-99.7% |
| Admin fee / account holder | $1,329 | $93+1334.8% | $6,220-78.6% | $95+1306.1% |