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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 40-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $34,307 |
FIDUCIARY MANAGEMENT, INC.8+ years Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $22,232 |
MAIRS & POWER, INC.8+ years Filed as: MAIRS & POWER, INC Service code 28 · EIN 41-0844499 332 MINNESOTA ST · ST PAUL, MN 55101 | Investment Management | $16,456 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $9,425 |
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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 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -17.35% | -5.85%-11.5pp | -2.63%-14.7pp | 39.82%-57.2pp |
| Employer contribution / active EE | $9,804 | $11,714-16.3% | $29,813-67.1% | $19,980-50.9% |
| Participant deferral / active EE | $0 | $18-100.0% | $8-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |