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 |
|---|---|---|
BCBSA NEBA5+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $121,819 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $7,700 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$23,665 |
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 | $90,167 | $95,776-5.9% | $162,185-44.4% | $77,775+15.9% |
| Participation rate | 96.7% | 88.6%+8.1pp | 87.6%+9.2pp | 73.2%+23.5pp |
| Annual return | 42.77% | 37.03%+5.7pp | 115.61%-72.8pp | 32.58%+10.2pp |
| Employer contribution / active EE | $4,635 | $3,874+19.6% | $5,613-17.4% | $2,504+85.1% |
| Participant deferral / active EE | $6,266 | $6,125+2.3% | $7,297-14.1% | $3,966+58.0% |
| Admin fee / account holder | $70 | $88-20.4% | $10,844-99.4% | $100-30.2% |