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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 51 · EIN 06-1050034 80 LIVINGSTON AVE · ROSELAND, NJ 070681798 | Investment Mgmt Fees | $30,196 |
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S. · ST. PAUL, MN 55116 | Advisory (Plan) | $30,000 |
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956550 3001 METRO DRIVE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $29,000 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 52 · EIN 36-3792197 100 N RIVERSIDE PLZ 2200 · CHICAGO, IL 60606 | Indirect Investment Fees | $28,648 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB ALLEGIANCE Service code 51 · EIN 52-6257033 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $22,579 |
MAIRS & POWER, INC.3+ years Filed as: MAIRS AND POWERS, INC. Service code 27 · EIN 41-0844499 332 MINNESOTA ST. · SAINT PAUL, MN 55101 | Advisory (Plan) | $21,093 |
Filed as: LETHERT, SKWIRA, SCHULTZ, & CO, LLP Service code 10 · EIN 41-0738189 170 7TH PLACE EAST · SAINT PAUL, MN 55101 | Accounting | $17,300 |
UNION BANK & TRUST COMPANY3+ years Filed as: UNION BANK AND TRUST Service code 21 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 554141074 | Bank Trustee | $16,410 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST. 610 · CARAMEL, IN 460324529 | Actuarial | $12,750 |
Service code 29 · EIN 41-1654544 800 NICOLLET MALL 2600 · MINNEAPOLIS, MN 55402 | Legal | $5,884 |
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 5.11% | 5.28%-0.2pp | 16.78%-11.7pp | 10.21%-5.1pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |