Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
SIT INVESTMENT ASSOCIATES1+ years Service code 28 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $753,814 |
NUVEEN1+ years Filed as: NUVEEN SECURITIES LLC Service code 28 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Investment Management | $565,923 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL Service code 28 100 SOUTH 5TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $225,815 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 41-6257133 | Recordkeeping | $216,167 |
MERCER1+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 28 21875 NETWORK PLACE · CHICAGO, IL 60673 | Investment Management | $213,084 |
AMERICAN FUNDS1+ years Filed as: SPEECE THORSON CAPITAL Service code 28 225 S SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $178,892 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 8300 NORMAN CENTER DRIVE · BLOOMINGTON, MN 55437 | Investment Management | $29,307 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.11% | -0.09%-2.0pp | -0.81%-1.3pp | 1.67%-3.8pp |
| Employer contribution / active EE | $28,680 | $11,440+150.7% | $38,425-25.4% | $10,506+173.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |