Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP6+ years Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 554027033 | Accounting | $11,800 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,416 | $99,957-46.6% | $149,751-64.3% | $73,501-27.3% |
| Participation rate | 99.6% | 75.7%+23.9pp | 82.5%+17.1pp | 70.7%+28.9pp |
| Annual return | 19.88% | 53.87%-34.0pp | 276.71%-256.8pp | 28.51%-8.6pp |
| Employer contribution / active EE | $1,725 | $3,191-45.9% | $4,646-62.9% | $2,270-24.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $76 | $551-86.2% | $9,312-99.2% | $513-85.2% |