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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PIPE TRADES SERVICES OF MINNESOTA Service code 14 · EIN 41-0761972 | Plan Administrator | $683,210 |
Service code 28 5601 SMETANA DRIVE, SUITE 707 · MINNETONKA, MN 55343 | Investment Management | $573,894 |
STAIRWAY PARTNERS, LLC4 years Service code 17 · EIN 20-1164360 | Pension Consulting | $456,108 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 · EIN 84-3937993 | Investment Management | $307,767 |
Service code 28 · EIN 13-3257590 | Investment Management | $305,686 |
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $207,886 |
Service code 29 · EIN 31-0541755 | Legal | $195,008 |
Filed as: MESIROW FINANCIAL SERVICES,INC. Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $187,606 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $181,360 |
BMO HARRIS BANK NA6+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $174,409 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 25.43% | 19.37%+6.1pp | 11.08%+14.3pp | 15.63%+9.8pp |
| Employer contribution / active EE | $14,692 | $13,107+12.1% | $28,418-48.3% | $11,476+28.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |