Filed June 12, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 554027033 | Accounting | $12,750 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $7,196 |
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 | $99,158 | $88,324+12.3% | $115,038-13.8% | $55,191+79.7% |
| Participation rate | 97.8% | 72.5%+25.2pp | 81.4%+16.4pp | 69.2%+28.6pp |
| Annual return | 1.07% | 6.30%-5.2pp | 26.14%-25.1pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,794 | $2,805-0.4% | $4,608-39.4% | $1,899+47.2% |
| Participant deferral / active EE | $7,424 | $5,042+47.2% | $6,026+23.2% | $3,046+143.7% |
| Admin fee / account holder | $18 | $105-82.6% | $8,175-99.8% | $91-79.8% |