Filed January 6, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
EIDE BAILLY LLP10+ years Filed as: EIDE BAILLY Service code 10 3999 PENNSYLVANIA AVE., SUITE 100 · DUBUQUE, IA 52002 | Accounting | $15,000 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $5,510 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,821 | $89,225+22.0% | $133,698-18.6% | $74,478+46.1% |
| Participation rate | 93.2% | 69.4%+23.7pp | 76.4%+16.7pp | 67.2%+25.9pp |
| Annual return | 6.49% | 22.76%-16.3pp | 580.90%-574.4pp | 1370.56%-1364.1pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,218-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,016-100.0% | $4,350-100.0% |
| Admin fee / account holder | $209 | $1,545-86.5% | $6,703-96.9% | $1,946-89.3% |