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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 | $31,542 |
WILSON-MCSHANE CORPORATION5+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956550 3001 METRO DRIVE 3500 · BLOOMINGTON, MN 55425 | Contract Administrator | $29,476 |
STANDARD VALUATIONS2 years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S · ST PAUL, MN 55116 | Advisory (Plan) | $24,000 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 18 · EIN 36-3792197 100 N RIVERSIDE PLZ 2200 · CHICAGO, IL 60606 | Other fees; Investment management fee... | $23,632 |
MAIRS & POWER, INC.1 year Filed as: MAIRS AND POWERS INC Service code 27 · EIN 41-0844499 332 MINNESOTA ST · ST PAUL, MN 55101 | Advisory (Plan) | $18,178 |
Filed as: LETHERT, SKWIRA, SCHULTZ, & CO, LLP Service code 10 · EIN 41-0738189 170 7TH PLACE E · ST PAUL, MN 55101 | Accounting | $18,000 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB ALLEGIANCE Service code 51 · EIN 52-6257033 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $17,993 |
UNION BANK & TRUST COMPANY5+ years Filed as: UNION BANK AND TRUST Service code 21 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 55414 | Bank Trustee | $17,724 |
BENESYS, INC.5+ 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 | $10,158 |
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 14.33% | 4.63%+9.7pp | 29.77%-15.4pp | 12.16%+2.2pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |