Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THOMAS WEISEL PARTNERS9+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $195,088 |
BRADY MARTZ & ASSOCIATES1 year Service code 10 · EIN 45-0310328 | Accounting | $0 |
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 | $203,240 | $331,159-38.6% | $112,923+80.0% | $74,473+172.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 80.5%+19.5pp | 70.7%+29.3pp |
| Annual return | 12.02% | 21.62%-9.6pp | 34.13%-22.1pp | 34.36%-22.3pp |
| Employer contribution / active EE | $15,743 | $5,469+187.8% | $4,570+244.5% | $2,638+496.7% |
| Participant deferral / active EE | $3 | $8,097-100.0% | $6,520-100.0% | $4,530-99.9% |
| Admin fee / account holder | $848 | $281+201.9% | $7,046-88.0% | $347+144.5% |