Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THOMAS WEISEL PARTNERS3+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $479,823 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $11,000 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER AND MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $4,272 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,992 | $138,427+85.7% | $97,995+162.3% | $69,631+269.1% |
| Participation rate | 100.0% | 90.0%+10.0pp | 82.4%+17.6pp | 70.7%+29.3pp |
| Annual return | 11.90% | 26.21%-14.3pp | 23.94%-12.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $13,287 | $4,858+173.5% | $4,158+219.5% | $2,032+553.8% |
| Participant deferral / active EE | $9 | $7,165-99.9% | $5,097-99.8% | $3,224-99.7% |
| Admin fee / account holder | $1,296 | $101+1186.0% | $5,943-78.2% | $110+1073.4% |