Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BERGANKDV LTD1 year Filed as: BERGANKDV Service code 27 · EIN 41-1431613 3800 AMERICAN BLVD W 1000 · MINNEAPOLIS, MN 55431 | Advisory (Plan) | $15,000 |
EIDE BAILLY LLP5+ years Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 554027033 | Accounting | $8,750 |
THE VANGUARD GROUP, INC.5+ 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 | $114,342 | $88,122+29.8% | $141,200-19.0% | $67,584+69.2% |
| Participation rate | 98.1% | 76.5%+21.7pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | 25.10% | 75.40%-50.3pp | 71.41%-46.3pp | 378.59%-353.5pp |
| Employer contribution / active EE | $3,282 | $3,224+1.8% | $4,736-30.7% | $2,148+52.8% |
| Participant deferral / active EE | $9,546 | $5,958+60.2% | $6,710+42.3% | $3,540+169.7% |
| Admin fee / account holder | $38 | $131-71.1% | $10,265-99.6% | $142-73.4% |