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| Provider | Service type | Compensation |
|---|---|---|
BRADY MARTZ & ASSOCIATES1+ years Filed as: BRADY, MARTZ & ASSOCIATES Service code 10 · EIN 45-0310328 401 DEMERS AVENUE · GRAND FORKS, ND 58208 | Accounting | $5,900 |
RP FINANCIAL1+ years Service code 49 1100 NORTH GLEBE ROAD, STE 600 · ARLINGTON, VI 22201 | Other Services | $5,664 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,597 | $82,028+19.0% | $123,105-20.7% | $59,633+63.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 23.14% | 5.12%+18.0pp | 13.22%+9.9pp | 2041.45%-2018.3pp |
| Employer contribution / active EE | $2,944 | $3,297-10.7% | $5,151-42.8% | $2,203+33.7% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $103 | $5,879-98.2% | $9,014-98.9% | $4,297-97.6% |