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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 40-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $35,187 |
FIDUCIARY MANAGEMENT, INC.7+ years Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $24,430 |
MAIRS & POWER, INC.7+ years Filed as: MAIRS & POWER, INC Service code 28 · EIN 41-0844499 332 MINNESOTA ST · ST PAUL, MN 55101 | Investment Management | $18,571 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $9,299 |
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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 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | 12.20% | 14.66%-2.5pp | 11.38%+0.8pp | 11.84%+0.4pp |
| Employer contribution / active EE | $7,500 | $10,832-30.8% | $18,467-59.4% | $17,339-56.7% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |