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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PIPE TRADES SERVICES OF MINNESOTA Service code 14 · EIN 41-0918427 | Plan Administrator | $560,188 |
Service code 28 5601 SMETANA DRIVE, SUITE 707 · MINNETONKA, MN 55343 | Investment Management | $418,710 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $388,241 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 28 · EIN 41-1460668 | Investment Management | $364,469 |
Service code 29 · EIN 41-0956652 | Legal | $265,005 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $262,806 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $251,514 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $224,794 |
STAIRWAY PARTNERS, LLC1 year Service code 27 · EIN 20-1164360 | Advisory (Plan) | $220,828 |
Service code 28 · EIN 13-3257590 | Investment Management | $194,257 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 3.66% | 2.02%+1.6pp | -752.26%+755.9pp | 33.37%-29.7pp |
| Employer contribution / active EE | $13,081 | $12,422+5.3% | $31,802-58.9% | $11,253+16.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |