Filed June 30, 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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $115,566 |
EIDE BAILLY LLP9 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 200 EAST 10TH STREET, SUITE 500 · SIOUX FALLS, SD 571046375 | Accounting | $14,385 |
REDHAWK WEALTH ADVISORS6 years Filed as: REDHAWK WEALTH ADVISORS, INC. Service code 27 7700 FRANCE AVE S #430 · MPLS, MN 55435 | Advisory (Plan) | $7,553 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,888 | $122,063+37.5% | $184,256-8.9% | $74,478+125.4% |
| Participation rate | 97.6% | 85.5%+12.1pp | 86.8%+10.8pp | 67.2%+30.4pp |
| Annual return | 16.34% | 19.92%-3.6pp | 28.85%-12.5pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $7,696 | $4,539+69.5% | $6,427+19.7% | $2,626+193.0% |
| Participant deferral / active EE | $7,592 | $7,144+6.3% | $9,133-16.9% | $4,350+74.5% |
| Admin fee / account holder | $561 | $1,253-55.2% | $13,899-96.0% | $1,946-71.2% |