Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $310,411 |
MERCER2 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $42,628 |
EIDE BAILLY LLP8 years Service code 27 · EIN 27-0383995 | Advisory (Plan) | $15,656 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,013 | $167,950-39.3% | $112,504-9.3% | $80,187+27.2% |
| Participation rate | 93.5% | 94.5%-1.1pp | 80.6%+12.9pp | 72.9%+20.5pp |
| Annual return | 18.82% | 18.78%0pp | 34.13%-15.3pp | 40.40%-21.6pp |
| Employer contribution / active EE | $2,885 | $6,272-54.0% | $4,571-36.9% | $2,980-3.2% |
| Participant deferral / active EE | $6,305 | $9,857-36.0% | $6,522-3.3% | $5,016+25.7% |
| Admin fee / account holder | $101 | $104-2.3% | $7,048-98.6% | $145-30.2% |