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| Provider | Service type | Compensation |
|---|---|---|
MAIRS & POWER, INC.3+ years Filed as: MAIRS & POWERS Service code 27 · EIN 41-0844499 | Advisory (Plan) | $50,823 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 19 · EIN 91-0675641 | Securities Custodian | $22,454 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $20,000 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $14,935 |
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $10,850 |
ASB CAPITAL MANAGEMENT1 year Service code 27 · EIN 80-0618452 | Advisory (Plan) | $9,522 |
ANDREW & BRANSKY, P.A3+ years Filed as: ANDREW & BRANSKY, P.A. Service code 29 · EIN 41-1502219 | Legal | $9,170 |
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 | $26,062 | $60,545-57.0% | $92,239-71.7% | $69,631-62.6% |
| Participation rate | 99.7% | 72.2%+27.6pp | 76.5%+23.2pp | 70.7%+29.0pp |
| Annual return | -50.89% | 19.71%-70.6pp | 176.29%-227.2pp | 27571.02%-27621.9pp |
| Employer contribution / active EE | $2,532 | $2,633-3.9% | $3,680-31.2% | $2,032+24.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $430 | $145+196.9% | $5,194-91.7% | $110+289.2% |