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| Provider | Service type | Compensation |
|---|---|---|
STAIRWAY PARTNERS, LLC5 years Service code 17 · EIN 20-1164360 | Pension Consulting | $636,030 |
Service code 28 · EIN 13-3257590 | Investment Management | $582,387 |
Filed as: PIPE TRADES SERVICES OF MINNESOTA Service code 14 · EIN 41-0761972 | Plan Administrator | $575,683 |
Service code 28 5601 SMETANA DRIVE, SUITE 707 · MINNETONKA, MN 55343 | Investment Management | $537,199 |
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $428,341 |
ULLICO2 years Service code 28 1625 EYE STREET, NW · WASHINGTON, DC 20006 | Investment Management | $340,826 |
Service code 28 1270 SOLDIERS FIELD RD. · BOSTON, MA 02135 | Investment Management | $306,272 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN REALTY ADVISORS, LLC Service code 28 · EIN 33-0123114 | Investment Management | $203,576 |
Service code 29 · EIN 31-0541755 | Legal | $199,293 |
PLANTE & MORAN, PLLC7+ years Service code 10 · EIN 38-1357951 | Accounting | $193,597 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -1.91% | -7.95%+6.0pp | -5.85%+3.9pp | 23.41%-25.3pp |
| Employer contribution / active EE | $17,918 | $13,972+28.2% | $31,839-43.7% | $12,650+41.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |