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 year Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 401 DEMERS AVENUE SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $7,900 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,322 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $198 |
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 | $151,374 | $62,267+143.1% | $110,243+37.3% | $55,727+171.6% |
| Participation rate | 94.9% | 78.1%+16.7pp | 79.8%+15.0pp | 70.9%+24.0pp |
| Annual return | -5.87% | -1.07%-4.8pp | 314.76%-320.6pp | 244.94%-250.8pp |
| Employer contribution / active EE | $7,196 | $1,941+270.7% | $3,827+88.1% | $2,078+246.3% |
| Participant deferral / active EE | $5,083 | $3,516+44.6% | $4,672+8.8% | $3,356+51.5% |
| Admin fee / account holder | $18 | $121-85.5% | $8,548-99.8% | $115-84.7% |