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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC4+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $195,491 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $66,213 |
WESTBERG EISCHENS, PLLP4+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DRIVE SW · WILLMAR, MN 56201 | Accounting | $33,965 |
VAN IWAARDEN ASSOCIATES4+ years Filed as: VAN IWAARDEN Service code 11 · EIN 41-1895548 10 SOUTH 5TH STREET · MINNEAPOLIS, MN 55402 | Actuarial | $9,626 |
STINSON LEONARD STREET1 year Filed as: STINSON, LLP Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $7,677 |
HG SATURN3 years Filed as: SATURN SYSTEMS, INC. Service code 49 · EIN 41-1754350 314 W SUPERIOR ST 1015 · DULUTH, MN 55802 | Other Services | $7,433 |
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Employer contribution per participant 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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 20.32% | 10.27%+10.1pp | 10.56%+9.8pp | 53.27%-32.9pp |
| Employer contribution / active EE | $1,894 | $12,273-84.6% | $30,197-93.7% | $14,774-87.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |