Filed July 31, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ABDO, EICK & MEYERS, LLP1 year Filed as: ABDO, EICK, MEYERS LLP Service code 10 P.O. BOX 3166 · MANKATO, MN 560023166 | Accounting | $31,720 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $11,590 |
BITUMINOUS PAVING INC1 year Service code 99 PO BOX 6 · ORTONVILLE, MN 56278 | Other Fees | $9,400 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,181 | $80,763+98.3% | $102,412+56.4% | $74,459+115.1% |
| Participation rate | 55.3% | 65.7%-10.4pp | 74.5%-19.2pp | 67.2%-11.9pp |
| Annual return | 10.77% | 27.57%-16.8pp | 24.94%-14.2pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $10,615 | $3,160+235.9% | $3,870+174.3% | $2,626+304.2% |
| Participant deferral / active EE | $2,324 | $3,862-39.8% | $5,060-54.1% | $4,350-46.6% |
| Admin fee / account holder | $343 | $2,371-85.5% | $8,388-95.9% | $1,945-82.3% |