Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $32,637 |
EIDE BAILLY LLP8+ years Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 554027033 | Accounting | $12,725 |
BERGANKDV LTD1 year Filed as: BERGANKDV Service code 51 · EIN 20-8172864 3800 AMERICAN BLVD, SUITE 1000 · BLOOMINGON, MN 55431 | Investment Mgmt Fees | $6,116 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,203 | $82,188-48.7% | $125,401-66.3% | $64,829-34.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -20.24% | 3.50%-23.7pp | 572.53%-592.8pp | 32.85%-53.1pp |
| Employer contribution / active EE | $5,061 | $3,617+39.9% | $4,816+5.1% | $2,507+101.9% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $158 | $163-3.0% | $10,008-98.4% | $188-15.7% |