Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MAIRS & POWER, INC.1+ years Filed as: MAIRS & POWERS Service code 27 · EIN 41-0844499 | Advisory (Plan) | $67,742 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $20,000 |
ANDREW & BRANSKY, P.A1+ years Filed as: ANDREW & BRANSKY, P.A. Service code 29 · EIN 41-1502219 | Legal | $16,032 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $11,986 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $11,385 |
NORTH SHORE BANK OF COMMERCE1+ years Service code 19 · EIN 41-0138390 | Securities Custodian | $6,394 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,057 | $50,498-16.7% | $75,782-44.5% | $55,191-23.8% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -2.39% | 1.80%-4.2pp | 9.68%-12.1pp | 10.78%-13.2pp |
| Employer contribution / active EE | $3,241 | $2,291+41.5% | $3,323-2.5% | $1,899+70.7% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $319 | $123+159.4% | $5,300-94.0% | $91+251.6% |