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| Provider | Service type | Compensation |
|---|---|---|
MAIRS & POWER, INC.10+ years Filed as: MAIRS & POWERS Service code 28 · EIN 41-0844499 | Investment Management | $30,848 |
MILLIMAN, INC.9 years Filed as: MILLIMAN Service code 19 · EIN 91-0675641 | Securities Custodian | $22,825 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $12,732 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $12,500 |
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $11,563 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,121 | $82,979-50.4% | $102,412-59.8% | $77,736-47.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.69% | 19.11%-4.4pp | 24.94%-10.2pp | 31.26%-16.6pp |
| Employer contribution / active EE | $1,664 | $3,554-53.2% | $3,870-57.0% | $2,728-39.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $291 | $639-54.4% | $8,388-96.5% | $433-32.8% |