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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 80 LIVINGSTON AVE · ROSELAND, NJ 070681798 | Investment Management | $31,818 |
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956550 3001 METRO DRIVE 3500 · BLOOMINGTON, MN 55425 | Contract Administrator | $30,000 |
Filed as: SHUMAKER, LOOP, AND KENDRICK LLP Service code 29 · EIN 34-4439491 8400 NORMANDALE LAKE BLVD · BLOOMINGTON, MN 55437 | Legal | $19,841 |
Filed as: LETHERT, SKWIRA, SCHULTZ, & CO LLP Service code 10 · EIN 41-0738189 170 7TH PL E · ST. PAUL, MN 55101 | Accounting | $18,459 |
STANDARD VALUATIONS7 years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S. · ST. PAUL, MN 55116 | Advisory (Plan) | $18,000 |
UNITED ACTUARIAL SERVCIES2 years Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST. 610 · CARAMEL, IN 460324529 | Actuarial | $16,250 |
UNION BANK & TRUST COMPANY10+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 55414 | Securities Custodian | $13,436 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Investment Management | $9,052 |
FRSECURE2 years Filed as: FR SECURE Service code 49 · EIN 26-3547185 6550 YORK AVE S 500 · EDINA, MN 55435 | Other Services | $3,432 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 4.25% | 3.31%+0.9pp | 5.04%-0.8pp | 13.05%-8.8pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |