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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE INVESTMENTS, LLC Service code 28 · EIN 52-6257033 | Investment Management | $101,141 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART PARTNERS Service code 28 · EIN 39-1711628 | Investment Management | $70,075 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON,PC Service code 29 · EIN 43-1174269 | Legal | $51,517 |
MARCO CONSULTING GROUP3+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $35,000 |
COMERICA BANK3+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $24,808 |
EMPLOYEE FRINGES AUDIT COMPANY3+ years Service code 10 · EIN 42-1122328 | Accounting | $15,476 |
Service code 14 3001 METRO DRIVE, STE 500 · BLOOMINGTON, MN 55425 | Plan Administrator | $12,000 |
LWBJ, LLP3+ years Service code 10 · EIN 42-1462849 | Accounting | $8,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,399 | $89,274-59.2% | $149,721-75.7% | $77,958-53.3% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 7.64% | 20.36%-12.7pp | 1501.67%-1494.0pp | 20.87%-13.2pp |
| Employer contribution / active EE | $2,570 | $3,727-31.0% | $5,444-52.8% | $2,310+11.2% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $159 | $240-33.9% | $11,282-98.6% | $97+62.9% |