Filed May 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRAXIS CONSULTING5+ years Service code 16 · EIN 47-1566880 | Consulting | $109,942 |
MCGRIFF INSURANCE SERVICES2 years Filed as: MCGRIFF SEIBELS WILLIAMS Service code 16 · EIN 20-0468966 | Consulting | $54,769 |
EIDE BAILLY LLP5+ years Service code 16 · EIN 45-0250958 | Consulting | $19,000 |
HOLLAND & KNIGHT2 years Filed as: HOLLAND AND HART LLP Service code 16 · EIN 84-0382505 | Consulting | $13,423 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$368,109 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,863 | $105,247+40.5% | $87,100+69.8% | $77,787+90.1% |
| Participation rate | 90.4% | 85.8%+4.6pp | 76.9%+13.5pp | 73.2%+17.1pp |
| Annual return | 26.54% | 24.52%+2.0pp | 28.19%-1.6pp | 32.57%-6.0pp |
| Employer contribution / active EE | $8,698 | $2,895+200.5% | $2,521+245.0% | $2,504+247.3% |
| Participant deferral / active EE | $9,164 | $5,060+81.1% | $4,049+126.3% | $3,967+131.0% |
| Admin fee / account holder | -$36 | $104-134.8% | $7,497-100.5% | $100-136.4% |