Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
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 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 | $49,202 | $89,652-45.1% | $141,200-65.2% | $65,188-24.5% |
| Participation rate | 99.6% | 74.7%+24.9pp | 82.5%+17.1pp | 70.2%+29.4pp |
| Annual return | 22.48% | 32.79%-10.3pp | 71.41%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $3,891 | $3,065+27.0% | $4,736-17.8% | $2,177+78.8% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $68 | $569-88.0% | $10,265-99.3% | $847-92.0% |