Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THOMAS WEISEL PARTNERS5+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $374,234 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $11,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,717,587 | $174,559+2602.6% | $105,387+4376.5% | $67,582+6880.6% |
| Participation rate | 0.0% | 88.2%-88.2pp | 82.6%-82.6pp | 71.3%-71.3pp |
| Annual return | 17.34% | 23.63%-6.3pp | 26.82%-9.5pp | 378.57%-361.2pp |
| Employer contribution / active EE | $13,956 | $4,874+186.3% | $4,213+231.2% | $2,148+549.8% |
| Participant deferral / active EE | $17 | $7,563-99.8% | $5,502-99.7% | $3,539-99.5% |
| Admin fee / account holder | $20,302 | $270+7412.2% | $6,559+209.5% | $142+14167.6% |