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 & ASSOCIATES2 years Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 401 DEMERS AVENUE SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $8,100 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,232 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $99 |
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 | $181,988 | $69,159+163.1% | $125,195+45.4% | $67,584+169.3% |
| Participation rate | 96.3% | 78.2%+18.1pp | 79.8%+16.5pp | 71.3%+25.0pp |
| Annual return | 22.94% | 27.12%-4.2pp | 43.79%-20.9pp | 378.59%-355.7pp |
| Employer contribution / active EE | $7,320 | $2,023+261.8% | $3,866+89.3% | $2,148+240.8% |
| Participant deferral / active EE | $5,440 | $3,700+47.0% | $4,937+10.2% | $3,540+53.7% |
| Admin fee / account holder | $15 | $142-89.4% | $9,704-99.8% | $142-89.4% |