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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC2+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $74,066 |
SII INVESTMENTS INC2+ years Filed as: SII INVESTMENTS Service code 27 · EIN 39-1099262 5555 GRANDE MARKET DRIVE · APPELTON, WI 54913 | Advisory (Plan) | $23,440 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $19,504 |
WESTBERG EISCHENS, PLLP2+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DRIVE SW · WILLMAR, MN 56201 | Accounting | $12,900 |
VAN IWAARDEN ASSOCIATES2+ years Filed as: VAN IWAARDEN Service code 11 · EIN 41-1895548 10 SOUTH 5TH STREET · MINNEAPOLIS, MN 55402 | Actuarial | $12,614 |
HG SATURN1 year Filed as: SATURN SYSTEMS, INC. Service code 49 · EIN 41-1754350 314 W SUPERIOR ST 1015 · DULUTH, MN 55802 | Other Services | $7,327 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 7.44% | 11.78%-4.3pp | 8.32%-0.9pp | 23.90%-16.5pp |
| Employer contribution / active EE | $1,278 | $11,309-88.7% | $30,793-95.8% | $16,539-92.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |