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 ASSOCIATES2+ years Service code 28 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $773,031 |
NUVEEN2+ years Filed as: NUVEEN SECURITIES LLC Service code 28 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Investment Management | $416,349 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC GLOBAL Service code 28 100 SOUTH 5TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $230,299 |
MERCER2+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 28 21875 NETWORK PLACE · CHICAGO, IL 60673 | Investment Management | $225,589 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 41-6257133 | Recordkeeping | $211,791 |
AMERICAN FUNDS2+ years Filed as: SPEECE THORSON CAPITAL Service code 28 225 S SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $183,690 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 8300 NORMAN CENTER DRIVE · BLOOMINGTON, MN 55437 | Investment Management | $36,782 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.70% | 6.13%+1.6pp | 4.74%+3.0pp | 9.19%-1.5pp |
| Employer contribution / active EE | $18,521 | $10,206+81.5% | $36,089-48.7% | $12,608+46.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |