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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 80 LIVINGSTON AVE · ROSELAND, NJ 070681798 | Investment Management | $33,847 |
WILSON-MCSHANE CORPORATION7+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956550 3001 METRO DRIVE 3500 · BLOOMINGTON, MN 55425 | Contract Administrator | $31,175 |
STANDARD VALUATIONS4 years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S · ST PAUL, MN 55116 | Advisory (Plan) | $30,000 |
Filed as: LETHERT, SKWIRA, SCHULTZ, & CO LLP Service code 10 · EIN 41-0738189 170 7TH PL E · ST PAUL, MN 55101 | Accounting | $22,600 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 100 N RIVERSIDE PLZ 2200 · CHICAGO, IL 60606 | Investment Management | $21,875 |
MAIRS & POWER, INC.1 year Filed as: MAIRS & POWER Service code 28 · EIN 41-0844499 332 MINNESOTA ST W-1520 · ST PAUL, MN 55101 | Investment Management | $21,778 |
Filed as: UNION BANK & TRUST Service code 21 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 55414 | Bank Trustee | $21,093 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Investment Management | $17,790 |
Service code 29 · EIN 41-1654544 800 NICOLLET MALL 2600 · MINNEAPOLIS, MN 55123 | Legal | $17,655 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST. 610 · CARAMEL, IN 460324529 | Actuarial | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | -12.04% | 4.93%-17.0pp | 7.32%-19.4pp | 9.30%-21.3pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |