Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP4+ years Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 554027033 | Accounting | $16,750 |
THE VANGUARD GROUP, INC.4+ 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 | $94,633 | $75,388+25.5% | $123,553-23.4% | $55,727+69.8% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.3%+14.5pp | 70.9%+25.9pp |
| Annual return | -2.77% | 4.48%-7.2pp | 119.21%-122.0pp | 244.94%-247.7pp |
| Employer contribution / active EE | $2,970 | $3,063-3.0% | $4,628-35.8% | $2,078+42.9% |
| Participant deferral / active EE | $8,465 | $5,651+49.8% | $6,426+31.7% | $3,356+152.3% |
| Admin fee / account holder | $24 | $120-79.7% | $9,284-99.7% | $115-78.9% |