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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PIPE TRADES SERVICES OF MINNESOTA Service code 14 · EIN 41-0761972 | Plan Administrator | $660,722 |
Service code 28 5601 SMETANA DRIVE, SUITE 707 · MINNETONKA, MN 55343 | Investment Management | $462,095 |
Filed as: BNY MELLON INVST MGMT CAYMAN LTD Service code 28 | Investment Management | $440,586 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $375,999 |
Service code 28 · EIN 13-3257590 | Investment Management | $357,498 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 84-3937993 | Investment Management | $357,247 |
STAIRWAY PARTNERS, LLC3 years Service code 27 · EIN 20-1164360 | Advisory (Plan) | $337,087 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $285,922 |
BMO HARRIS BANK NA5+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $225,955 |
Filed as: MESIROW FINANCIAL SERVICES,INC. Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $217,295 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -3.42% | 6.82%-10.2pp | 8.01%-11.4pp | 12.86%-16.3pp |
| Employer contribution / active EE | $13,518 | $12,695+6.5% | $29,476-54.1% | $13,687-1.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |