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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES7+ years Service code 28 · EIN 84-3937993 | Investment Management | $327,757 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $321,709 |
WILSON-MCSHANE CORPORATION7+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $125,275 |
CONGRESS ASSET MANAGEMENT3 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 13-4019460 | Investment Management | $103,566 |
UNION BANK & TRUST COMPANY5 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $88,037 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (MIDWEST), INC Service code 11 · EIN 13-1975125 | Actuarial | $83,271 |
Service code 28 · EIN 91-0889948 | Investment Management | $48,000 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $32,295 |
SEVEN CORNERS PRINTING1 year Service code 36 1099 SNELLING AVE N · ST PAUL, MN 55108 | Copying and duplicating; Direct payme... | $6,484 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485295 | Advisory (Plan) | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 13.24% | 12.07%+1.2pp | 8.95%+4.3pp | 15.63%-2.4pp |
| Employer contribution / active EE | $15,793 | $9,481+66.6% | $46,559-66.1% | $11,476+37.6% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |