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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 40-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $35,205 |
FIDUCIARY MANAGEMENT, INC.6+ years Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $18,337 |
MAIRS & POWER, INC.6+ years Filed as: MAIRS & POWER, INC Service code 28 · EIN 41-0844499 332 MINNESOTA ST · ST PAUL, MN 55101 | Investment Management | $13,650 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $6,750 |
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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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 12.08% | 9.42%+2.7pp | 10.57%+1.5pp | 627.08%-615.0pp |
| Employer contribution / active EE | $4,755 | $11,814-59.8% | $18,335-74.1% | $18,824-74.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |