Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT4+ years Filed as: RBC GLOBAL Service code 28 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $370,954 |
MERCER4+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 28 · EIN 30-0282430 | Investment Management | $286,463 |
NUVEEN4+ years Filed as: NUVEEN SECURITIES LLC Service code 28 901 S. MARQUETTE AVENUE · MINNEAPOLIS, MN 55402 | Investment Management | $236,281 |
SIT INVESTMENT ASSOCIATES4+ years Service code 28 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $234,614 |
AMERICAN FUNDS4+ years Filed as: SPEECE THORSON CAPITAL Service code 28 225 S 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $233,539 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 15 · EIN 41-6257133 | Recordkeeping | $181,152 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -8.07% | -0.94%-7.1pp | -2.18%-5.9pp | 33.37%-41.4pp |
| Employer contribution / active EE | $51,927 | $12,464+316.6% | $38,751+34.0% | $11,253+361.5% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |