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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PIPE TRADES SERVICES OF MINNESOTA Service code 14 · EIN 41-0761972 | Plan Administrator | $708,847 |
Service code 28 5601 SMETANA DRIVE, SUITE 707 · MINNETONKA, MN 55343 | Investment Management | $435,593 |
STAIRWAY PARTNERS, LLC2 years Service code 27 · EIN 20-1164360 | Advisory (Plan) | $327,388 |
Service code 28 · EIN 80-0169636 | Investment Management | $308,289 |
Filed as: MESIROW FINANCIAL SERVICES,INC. Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $268,795 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $249,631 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $231,491 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $214,145 |
Service code 28 · EIN 38-3922304 | Investment Management | $212,102 |
Service code 28 · EIN 13-3257590 | Investment Management | $209,654 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 1.63% | 12.20%-10.6pp | 10.56%-8.9pp | 21.83%-20.2pp |
| Employer contribution / active EE | $13,365 | $12,801+4.4% | $30,199-55.7% | $12,237+9.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |