Filed June 5, 2013 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP1 year Filed as: EIDEBAILLY Service code 10 · EIN 45-0250958 | Accounting | $7,700 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$31,338 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,576 | $82,546-15.7% | $140,019-50.3% | $75,289-7.6% |
| Participation rate | 98.1% | 88.4%+9.7pp | 87.5%+10.6pp | 72.4%+25.7pp |
| Annual return | -6.03% | -0.36%-5.7pp | 651.19%-657.2pp | -0.04%-6.0pp |
| Employer contribution / active EE | $4,150 | $3,856+7.6% | $5,605-26.0% | $2,405+72.6% |
| Participant deferral / active EE | $5,470 | $5,731-4.6% | $6,927-21.0% | $3,739+46.3% |
| Admin fee / account holder | -$18 | $86-120.6% | $10,705-100.2% | $102-117.3% |