Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 554027033 | Accounting | $12,750 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $0 |
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 | $98,012 | $80,177+22.2% | $123,894-20.9% | $57,661+70.0% |
| Participation rate | 97.6% | 74.4%+23.2pp | 81.4%+16.2pp | 70.2%+27.4pp |
| Annual return | 9.25% | 17.90%-8.7pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $2,836 | $2,913-2.6% | $4,617-38.6% | $1,974+43.7% |
| Participant deferral / active EE | $7,860 | $5,130+53.2% | $5,984+31.4% | $3,061+156.8% |
| Admin fee / account holder | $16 | $106-84.8% | $8,357-99.8% | $95-82.9% |