Filed March 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
CARLSON CAPITAL MANAGEMENT1+ years Service code 26 · EIN 41-1689533 | Advisory (Participants) | $14,276 |
PRAIRIEVIEW PARTNERS, LLC1+ years Service code 27 · EIN 26-1121555 413 WACOUTA STREET SUITE 300 · ST PAUL, MN 551011648 | Advisory (Plan) | $10,019 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $5,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,270 | $67,166+101.4% | $57,357+135.8% | $55,191+145.1% |
| Participation rate | 96.5% | 77.7%+18.8pp | 75.1%+21.4pp | 69.2%+27.4pp |
| Annual return | 1.62% | 4.22%-2.6pp | 24.41%-22.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $6,179 | $2,812+119.7% | $2,689+129.8% | $1,899+225.4% |
| Participant deferral / active EE | $5,042 | $2,835+77.9% | $3,162+59.5% | $3,046+65.5% |
| Admin fee / account holder | $24 | $44-45.0% | $3,357-99.3% | $91-73.6% |