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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 | $32,461 |
STANDARD VALUATIONS6 years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S. · ST. PAUL, MN 55116 | Advisory (Plan) | $30,000 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 100 N RIVERSIDE PLZ 2200 · CHICAGO, IL 60606 | Investment Management | $27,022 |
WILSON-MCSHANE CORPORATION9+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956550 3001 METRO DRIVE 3500 · BLOOMINGTON, MN 55425 | Contract Administrator | $22,893 |
Filed as: LETHERT, SKWIRA, SCHULTZ, & CO LLP Service code 10 · EIN 41-0738189 170 7TH PL E · ST. PAUL, MN 55101 | Accounting | $18,315 |
FRSECURE1 year Filed as: FR SECURE Service code 49 · EIN 26-3547185 6550 YORK AVE S 500 · EDINA, MN 55435 | Other Services | $18,183 |
MAIRS & POWER, INC.1 year Filed as: MAIRS & POWERS Service code 28 · EIN 41-0844499 332 MINNESOTA ST. W-1520 · ST. PAUL, MN 55101 | Investment Management | $17,733 |
Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST. 610 · CARAMEL, IN 460324529 | Actuarial | $13,750 |
UNION BANK & TRUST COMPANY9+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 55414 | Securities Custodian | $13,651 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Investment Management | $11,819 |
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 | $195,758-100.0% | $182,032-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.9%-55.9pp |
| Annual return | -8.27% | 3.70%-12.0pp | 7.69%-16.0pp | 24.44%-32.7pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |