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| Provider | Service type | Compensation |
|---|---|---|
ST. PAUL ELEC ADMIN SVC CORP3+ years Service code 13 · EIN 41-1505769 | Contract Administrator | $364,506 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $158,724 |
FIDUCIARY MANAGEMENT, INC.3+ years Service code 28 · EIN 39-1346018 | Investment Management | $155,446 |
DEPRINCE, RACE & ZOLLO3+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $131,670 |
SEGALL BRYANT & HAMILL3+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $111,620 |
FARR MILLER & WASHINGTON3+ years Service code 28 · EIN 52-1979573 | Investment Management | $101,852 |
DEARBORN PARTNERS3+ years Filed as: DEARBORN PARTNERS, LLC. Service code 28 · EIN 36-4145621 | Investment Management | $92,638 |
MADISON INVESTMENT ADVISORS3+ years Filed as: BROADVIEW ADVISORS Service code 28 · EIN 39-2020480 | Investment Management | $74,750 |
Filed as: QUEST INVESTMENT MGMT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $69,339 |
FELHABER LARSON3+ years Service code 29 220 SOUTH SIXTH STREET · MINNEAPOLIS, MN 554024504 | Legal | $53,123 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 11.77% | -0.94%+12.7pp | -2.18%+13.9pp | 33.37%-21.6pp |
| Employer contribution / active EE | $8,026 | $12,464-35.6% | $38,751-79.3% | $11,253-28.7% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |