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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PIPE TRADES SERVICES OF MINNESOTA Service code 14 · EIN 41-0761972 | Plan Administrator | $870,309 |
STAIRWAY PARTNERS, LLC6 years Service code 17 · EIN 20-1164360 | Pension Consulting | $779,354 |
Service code 28 5601 SMETANA DRIVE, SUITE 707 · MINNETONKA, MN 55343 | Investment Management | $590,122 |
Service code 28 · EIN 13-3257590 | Investment Management | $365,676 |
ULLICO1 year Filed as: ULLICO INVESTEMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $353,220 |
Service code 28 · EIN 04-2895544 | Investment Management | $306,272 |
WESTFIELD CAPITAL MANAGEMENT8+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $276,946 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $182,226 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN REALTY ADVISORS, LLC Service code 28 · EIN 33-0123114 | Investment Management | $168,046 |
Service code 29 · EIN 31-0541755 | Legal | $118,181 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 1.47% | 7.95%-6.5pp | 20.18%-18.7pp | 9.11%-7.6pp |
| Employer contribution / active EE | $18,730 | $14,684+27.6% | $29,108-35.7% | $12,231+53.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |