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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 | $30,908 |
WILSON-MCSHANE CORPORATION4+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956550 3001 METRO DRIVE 3500 · BLOOMINGTON, MN 55425 | Contract Administrator | $29,000 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 18 · EIN 36-3792197 100 N RIVERSIDE PLZ 2200 · CHICAGO, IL 60606 | Other fees; Investment management fee... | $27,000 |
STANDARD VALUATIONS1 year Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S · ST PAUL, MN 55116 | Advisory (Plan) | $24,000 |
UNION BANK & TRUST COMPANY4+ years Filed as: UNION BANK AND TRUST Service code 21 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 55414 | Bank Trustee | $21,722 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB ALLEGIANCE Service code 51 · EIN 52-6257033 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $21,184 |
Filed as: LETHERT, SKWIRA, SCHULTZ, & CO, LLP Service code 10 · EIN 41-0738189 170 7TH PLACE EAST · SAINT PAUL, MN 55101 | Accounting | $17,800 |
MAIRS & POWER, INC.4+ years Filed as: MAIRS AND POWERS, INC. Service code 27 · EIN 41-0844499 332 MINNESOTA ST · SAINT PAUL, MN 55101 | Advisory (Plan) | $15,127 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST. 610 · CARAMEL, IN 460324529 | Actuarial | $13,050 |
Service code 29 · EIN 41-1654544 800 NICOLLET MALL 2600 · MINNEAPOLIS, MN 55402 | Legal | $6,952 |
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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -4.25% | -5.34%+1.1pp | 12.68%-16.9pp | -82.67%+78.4pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |