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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION10+ years Service code 13 · EIN 41-0956552 3001 METRO DRIVE STE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $40,600 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 3800 WEST 80TH STREET STE 870 · BLOOMINGTON, MN 55431 | Actuarial | $40,415 |
MAIRS & POWER, INC.9 years Filed as: MAIRS AND POWER, INC Service code 28 · EIN 41-0844499 332 MINNESOTA STREET · ST PAUL, MN 55101 | Investment Management | $25,599 |
STANDARD VALUATIONS10+ years Filed as: STANDARD VALUATIONS, INC. Service code 28 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH SUITE 2 · ST PAUL, MN 55116 | Investment Management | $13,000 |
Service code 29 · EIN 34-4439491 8400 NORMANDALE LAKE BLVD #920 · BLOOMINGTON, MN 55437 | Legal | $11,674 |
BETTS & HAYES, LTD9 years Filed as: BETTS & HAYES Service code 10 · EIN 41-1619880 801 MEANDER COURT · MEDINA, MN 55340 | Accounting | $11,025 |
UNION BANK & TRUST COMPANY8 years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 55414 | Securities Custodian | $4,549 |
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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 | $33,520-100.0% | $6,886-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.1%-11.1pp | 2.1%-2.1pp |
| Annual return | 12.57% | 7.65%+4.9pp | 7.29%+5.3pp | 7.65%+4.9pp |
| Employer contribution / active EE | $660 | $20,582-96.8% | $20,019-96.7% | $20,582-96.8% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $31-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5-100.0% | $193-100.0% |