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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 28 · EIN 34-1542819 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $39,455 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $15,212 |
MAIRS & POWER, INC.3+ years Filed as: MAIRS & POWER, INC Service code 28 · EIN 41-0844499 332 MINNESOTA ST · ST PAUL, MN 55101 | Investment Management | $8,515 |
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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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 14.85% | 12.12%+2.7pp | 337.46%-322.6pp | 13.95%+0.9pp |
| Employer contribution / active EE | $5,263 | $13,419-60.8% | $20,191-73.9% | $16,598-68.3% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |