Filed March 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIEVIEW PARTNERS, LLC2+ years Service code 27 · EIN 26-1121555 413 WACOUTA STREET SUITE 300 · ST PAUL, MN 551011648 | Advisory (Plan) | $10,651 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $32 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,527 | $68,408+101.0% | $57,196+140.4% | $57,661+138.5% |
| Participation rate | 96.9% | 79.1%+17.8pp | 75.3%+21.6pp | 70.2%+26.7pp |
| Annual return | 7.52% | 8.51%-1.0pp | 14.59%-7.1pp | 5.13%+2.4pp |
| Employer contribution / active EE | $5,926 | $2,869+106.5% | $2,683+120.9% | $1,974+200.2% |
| Participant deferral / active EE | $4,940 | $2,903+70.2% | $3,096+59.5% | $3,061+61.4% |
| Admin fee / account holder | $12 | $70-82.3% | $3,141-99.6% | $95-86.9% |