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| Provider | Service type | Compensation |
|---|---|---|
STAIRWAY PARTNERS, LLC10+ years Filed as: STAIRWAY PARTNERS Service code 28 · EIN 20-1164360 4999 FRANCE AVE SUITE 260 · MINNEAPOLIS, MN 55410 | Investment Management | $271,142 |
Service code 29 · EIN 31-0541755 | Legal | $151,603 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 8500 NORMANDALE LAKE BLVD · MINNEAPOLIS, MN 55437 | Actuarial | $119,148 |
WILSON-MCSHANE CORPORATION10+ years Service code 10 · EIN 41-0956552 2002 LONDON RD SUITE 300 · DULUTH, MN 55812 | Accounting | $70,471 |
BAUMAN ASSOCIATES4 years Filed as: BAUMAN ASSOCIATES, LTD Service code 10 · EIN 39-1277627 | Accounting | $20,362 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 8.63% | 8.65%0pp | 9.03%-0.4pp | 10.20%-1.6pp |
| Employer contribution / active EE | $12,351 | $14,388-14.2% | $26,284-53.0% | $15,145-18.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |