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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 06-1050034 80 LIVINGSTON AVE · ROSELAND, NJ 070681798 | Investment Mgmt Fees | $47,483 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 18 · EIN 36-3792197 100 N RIVERSIDE PLZ 2200 · CHICAGO, IL 60606 | Custodial (securities); Custodial (ot... | $31,595 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956550 3001 METRO DRIVE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $29,000 |
MAIRS & POWER, INC.1+ years Filed as: MAIRS AND POWERS, INC. Service code 27 · EIN 41-0844499 332 MINNESOTA ST. · ST PAUL, MN 55101 | Advisory (Plan) | $22,412 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S. · ST PAUL, MN 55116 | Advisory (Plan) | $20,000 |
Filed as: LETHERT, SKWIRA, SCHULTZ & CO, LLP Service code 10 · EIN 41-0738189 170 7TH PLACE EAST · ST PAUL, MN 55101 | Accounting | $16,100 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Mgmt Fees | $13,878 |
UNION BANK & TRUST COMPANY1+ years Filed as: UNION BANK AND TRUST Service code 21 · EIN 31-1250885 312 CENTRAL AVE SE · MINNEAPOLIS, MN 554141074 | Bank Trustee | $13,380 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST. 610 · CARAMEL, IN 460324529 | Actuarial | $12,300 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIANCE Service code 51 · EIN 52-6257033 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $10,653 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | 1.16% | -5.77%+6.9pp | -3.43%+4.6pp | -2.16%+3.3pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |