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| Provider | Service type | Compensation |
|---|---|---|
STAIRWAY PARTNERS, LLC1+ years Filed as: STAIRWAY PARTNERS Service code 28 · EIN 20-1164360 4999 FRANCE AVE SUITE 260 · MINNEAPOLIS, MN 55410 | Investment Management | $157,628 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 8500 NORMANDALE LAKE BLVD · MINNEAPOLIS, MN 55437 | Actuarial | $69,364 |
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 2002 LONDON RD SUITE 300 · DULUTH, MN 55812 | Accounting | $44,032 |
LEONARD, O'BRIEN, SPENCER, GALE1+ years Filed as: LEONARD, O'BRIEN, SPENCER, GALE & S Service code 29 · EIN 41-0956652 100 S 5TH ST, SUITE 2500 · MINNEAPOLIS, MN 55402 | Legal | $24,874 |
BAUMAN ASSOCIATES1+ years Filed as: BAUMAN ASSOCIATES LTD Service code 10 · EIN 39-1277627 4229 SOUTHTOWN DR · EAU CLAIRE, WI 54701 | Accounting | $7,700 |
ANDERSON AGENCY1+ years Filed as: ANDERSON INSURANCE AGENCY Service code 23 · EIN 41-0125290 312 CENTRAL AVE SUITE 392 · MINNEAPOLIS, MN 55414 | Insurance services | $6,912 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.33% | 3.49%-5.8pp | 4.16%-6.5pp | 7.18%-9.5pp |
| Employer contribution / active EE | $11,108 | $11,083+0.2% | $29,966-62.9% | $13,095-15.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |