Filed May 8, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VAN IWAARDEN ASSOCIATES2 years Service code 11 · EIN 41-1894458 | Actuarial | $50,979 |
SANDS CAPITAL MANAGEMENT, LLC6+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 51 · EIN 54-1578408 | Investment Mgmt Fees | $35,640 |
FIDUCIARY MANAGEMENT, INC.6+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $31,696 |
AMERICAN FUNDS6+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $27,000 |
US BANK6+ years Service code 21 · EIN 31-6366960 | Bank Trustee | $21,068 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN NATIONAL LIFE INS. CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $16,152 |
STINSON LEONARD STREET1 year Filed as: STINSON LLP Service code 29 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Legal | $14,574 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 21.60% | 8.50%+13.1pp | 11.38%+10.2pp | 13.24%+8.4pp |
| Employer contribution / active EE | $9,713 | $9,057+7.2% | $18,467-47.4% | $14,616-33.6% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |