Filed May 19, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRAXIS CONSULTING3+ years Service code 16 · EIN 47-1566880 | Consulting | $82,458 |
MCGRIFF INSURANCE SERVICES3+ years Filed as: MCGRIFF, SEIBELS & W Service code 16 · EIN 58-1834091 | Consulting | $25,646 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$212,273 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,295 | $88,730+59.2% | $82,312+71.7% | $77,958+81.2% |
| Participation rate | 86.3% | 84.5%+1.8pp | 76.9%+9.4pp | 71.6%+14.6pp |
| Annual return | 20.32% | 20.88%-0.6pp | 25.88%-5.6pp | 20.87%-0.5pp |
| Employer contribution / active EE | $8,698 | $2,758+215.3% | $2,428+258.2% | $2,310+276.4% |
| Participant deferral / active EE | $7,886 | $4,634+70.2% | $3,706+112.8% | $3,537+123.0% |
| Admin fee / account holder | $163 | $74+120.8% | $5,608-97.1% | $97+67.8% |