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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE INVESTMENTS, LLC Service code 28 · EIN 52-6257033 | Investment Management | $105,792 |
WILSON-MCSHANE CORPORATION2 years Service code 14 3001 METRO DRIVE, STE 500 · BLOOMINGTON, MN 55425 | Plan Administrator | $72,000 |
ARNOLD & KADJAN4+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON,PC Service code 29 · EIN 43-1174269 | Legal | $56,235 |
MARCO CONSULTING GROUP4+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $36,167 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART PARTNERS Service code 28 · EIN 39-1711628 | Investment Management | $28,149 |
LWBJ, LLP4+ years Service code 10 · EIN 42-1462849 | Accounting | $25,100 |
COMERICA BANK4+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $24,875 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,697 | $82,546-54.3% | $140,019-73.1% | $75,289-49.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 0.17% | -0.36%+0.5pp | 651.19%-651.0pp | -0.04%+0.2pp |
| Employer contribution / active EE | $4,049 | $3,856+5.0% | $5,605-27.8% | $2,405+68.3% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $172 | $86+101.1% | $10,705-98.4% | $102+68.6% |