Filed January 20, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
BRADY MARTZ & ASSOCIATES1+ years Filed as: BRADY MARTZ AND ASSOCIATES PC Service code 10 PO BOX 14296 · GRAND FORKS, ND 58208 | Accounting | $11,600 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,359 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT INC Service code 10 PO BOX 7477 · SAN FRANCISCO, CA 94120 | Accounting | $5,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,080 | $57,096+103.3% | $94,229+23.2% | $55,191+110.3% |
| Participation rate | 93.7% | 75.7%+18.0pp | 78.8%+14.9pp | 69.2%+24.5pp |
| Annual return | 0.66% | 159.65%-159.0pp | 10.68%-10.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $5,608 | $1,708+228.4% | $3,587+56.4% | $1,899+195.4% |
| Participant deferral / active EE | $4,314 | $3,165+36.3% | $4,320-0.2% | $3,046+41.6% |
| Admin fee / account holder | $25 | $89-72.3% | $6,269-99.6% | $91-72.7% |