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| Provider | Service type | Compensation |
|---|---|---|
MAIRS & POWER, INC.1+ years Filed as: MAIRS & POWER Service code 27 · EIN 41-0844499 | Advisory (Plan) | $9,151 |
UNION BANK & TRUST COMPANY1+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $7,264 |
DEARBORN PARTNERS1+ years Filed as: DEARBORN PARTNERS, LLC Service code 28 · EIN 36-4145621 | Investment Management | $6,647 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN ACTUARIES Service code 11 · EIN 41-1798737 | Actuarial | $6,612 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $5,172 |
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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 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | 0.49% | -1.73%+2.2pp | -3.43%+3.9pp | -7.14%+7.6pp |
| Employer contribution / active EE | $5,556 | $18,310-69.7% | $25,607-78.3% | $14,613-62.0% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |