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| Provider | Service type | Compensation |
|---|---|---|
HILDI INC.2 years Filed as: HILDI INC Service code 11 · EIN 14-1916505 | Actuarial | $14,783 |
UNION BANK & TRUST COMPANY3+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $8,715 |
MAIRS & POWER, INC.3+ years Filed as: MAIRS & POWER Service code 27 · EIN 41-0844499 | Advisory (Plan) | $7,612 |
FREDRIKSON & BYRON1 year Service code 29 · EIN 41-0971937 | Legal | $6,519 |
DEARBORN PARTNERS3+ years Filed as: DEARBORN PARTNERS, LLC Service code 28 · EIN 36-4145621 | Investment Management | $6,293 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,218 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 6.69% | 11.14%-4.4pp | 16.78%-10.1pp | 10.41%-3.7pp |
| Employer contribution / active EE | $1,705 | $14,043-87.9% | $26,328-93.5% | $14,691-88.4% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |