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| Provider | Service type | Compensation |
|---|---|---|
MAIRS & POWER, INC.2+ years Filed as: MAIRS & POWER Service code 27 · EIN 41-0844499 | Advisory (Plan) | $9,918 |
UNION BANK & TRUST COMPANY2+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $8,404 |
HILDI INC.1 year Filed as: HILDI INC Service code 11 · EIN 14-1916505 | Actuarial | $8,123 |
DEARBORN PARTNERS2+ years Filed as: DEARBORN PARTNERS, LLC Service code 28 · EIN 36-4145621 | Investment Management | $7,120 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $5,577 |
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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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 5.31% | 4.69%+0.6pp | 5.44%-0.1pp | 4.56%+0.7pp |
| Employer contribution / active EE | $5,556 | $15,631-64.5% | $25,481-78.2% | $15,526-64.2% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |