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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PIPE TRADES SERVICES OF MINNESOTA Service code 14 · EIN 41-0918427 | Plan Administrator | $413,658 |
TWELE CAPITAL MANAGEMENT, INC.2+ years Filed as: TWELE CAPITAL MANAGEMENT Service code 28 5601 SMETANA DRIVE, SUITE 707 · MINNETONKA, MN 55343 | Investment Management | $404,466 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $376,037 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $254,336 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $245,958 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 28 · EIN 41-1460668 | Investment Management | $244,372 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $172,423 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 34-1922005 | Investment Management | $117,801 |
Service code 28 · EIN 13-3257590 | Investment Management | $116,498 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $98,990 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 7.35% | 12.33%-5.0pp | 8.32%-1.0pp | 17.84%-10.5pp |
| Employer contribution / active EE | $12,226 | $11,641+5.0% | $30,793-60.3% | $14,688-16.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |