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| Provider | Service type | Compensation |
|---|---|---|
MAIRS & POWER, INC.2+ years Filed as: MAIRS & POWERS Service code 27 · EIN 41-0844499 | Advisory (Plan) | $54,405 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 19 · EIN 91-0675641 | Securities Custodian | $20,948 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $20,000 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $14,157 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $9,380 |
ANDREW & BRANSKY, P.A2+ years Filed as: ANDREW & BRANSKY, P.A. Service code 29 · EIN 41-1502219 | Legal | $8,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,300 | $57,921-8.0% | $84,753-37.1% | $57,658-7.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 9.91% | 10.24%-0.3pp | 22.78%-12.9pp | 5.13%+4.8pp |
| Employer contribution / active EE | $3,410 | $2,598+31.2% | $3,574-4.6% | $1,974+72.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $361 | $130+178.6% | $5,333-93.2% | $95+282.1% |