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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956550 3001 METRO DRIVE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $29,000 |
Service code 51 · EIN 06-1050034 80 LIVINGSTON AVE · ROSELAND, NJ 070681798 | Investment Mgmt Fees | $28,714 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 18 · EIN 36-3792197 100 N RIVERSIDE PLZ 2200 · CHICAGO, IL 60606 | Custodial (securities); Investment ma... | $27,414 |
MAIRS & POWER, INC.2+ years Filed as: MAIRS AND POWERS, INC. Service code 27 · EIN 41-0844499 332 MINNESOTA ST. · ST PAUL, MN 55101 | Advisory (Plan) | $20,776 |
Filed as: LETHERT, SKWIRA, SCHULTZ,& CO, LLP Service code 10 · EIN 41-0738189 170 7TH PLACE EAST · ST PAUL, MN 55101 | Accounting | $16,700 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S. · ST PAUL, MN 55116 | Advisory (Plan) | $16,000 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB ALLEGIANCE Service code 51 · EIN 52-6257033 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $15,711 |
UNION BANK & TRUST COMPANY2+ years Filed as: UNION BANK AND TRUST Service code 21 · EIN 31-1250885 312 CENTRAL AVE SE · MINNEAPOLIS, MN 554141074 | Bank Trustee | $15,524 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST. 610 · CARAMEL, IN 460324529 | Actuarial | $14,550 |
Service code 29 · EIN 41-1654544 800 NICOLLET MALL 2600 · MINNEAPOLIS, MN 55402 | Legal | $6,313 |
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 3.79% | 0.80%+3.0pp | 5.44%-1.7pp | 4.16%-0.4pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |