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| Provider | Service type | Compensation |
|---|---|---|
STAIRWAY PARTNERS, LLC7 years Service code 17 · EIN 20-1164360 | Pension Consulting | $1,168,016 |
Service code 28 5601 SMETANA DRIVE, SUITE 707 · MINNETONKA, MN 55343 | Investment Management | $547,035 |
Filed as: PIPE TRADES SERVICES OF MINNESOTA Service code 14 · EIN 41-0761972 | Plan Administrator | $524,925 |
Service code 28 · EIN 13-3257590 | Investment Management | $398,524 |
WESTFIELD CAPITAL MANAGEMENT9+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $365,700 |
ULLICO2 years Filed as: ULLICO INVESTEMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $328,374 |
Service code 28 · EIN 04-2895544 | Investment Management | $306,272 |
MILLIMAN, INC.6 years Service code 11 · EIN 91-0675641 | Actuarial | $243,113 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN REALTY ADVISORS, LLC Service code 28 · EIN 33-0123114 | Investment Management | $228,430 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $160,750 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.64% | 10.33%-2.7pp | 8.10%-0.5pp | 9.30%-1.7pp |
| Employer contribution / active EE | $18,947 | $14,972+26.6% | $28,649-33.9% | $12,551+51.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |