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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 3800 WEST 80TH STREET STE 870 · BLOOMINGTON, MN 55431 | Actuarial | $36,000 |
WILSON-MCSHANE CORPORATION3+ years Service code 13 · EIN 41-0956552 3001 METRO DRIVE STE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $34,232 |
MAIRS & POWER, INC.2 years Filed as: MAIRS AND POWER, INC Service code 27 · EIN 41-0844499 332 MINNESOTA STREET · ST PAUL, MN 55101 | Advisory (Plan) | $17,568 |
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATIONS, INC. Service code 28 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH SUITE 2 · ST PAUL, MN 55116 | Investment Management | $10,000 |
BETTS & HAYES, LTD2 years Filed as: BETTS & HAYES Service code 10 · EIN 41-1619880 801 MEANDER COURT · MEDINA, MN 55340 | Accounting | $7,800 |
Filed as: MCGRANN, SHEA, CARNIVAL, STRAUGHN Service code 29 · EIN 41-1654544 800 NICOLLET MALL STE 2600 · MINNEAPOLIS, MN 55402 | Legal | $5,604 |
AFL-CIO HOUSING INVESTMENT TRUST3+ years Filed as: AFL-CIO HOUSING TRUST Service code 27 · EIN 52-6220193 2401 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20037 | Advisory (Plan) | $5,184 |
Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 55414 | Securities Custodian | $4,145 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 27 · EIN 95-2642764 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP INC Service code 27 · EIN 23-1945930 P O BOX 2900 · VALLEY FORGE, PA 19482 | Advisory (Plan) | $0 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $42,250-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 18.8%-18.8pp | 1.9%-1.9pp |
| Annual return | 8.36% | 23.90%-15.5pp | 7.25%+1.1pp | 23.90%-15.5pp |
| Employer contribution / active EE | $684 | $16,539-95.9% | $33,137-97.9% | $16,539-95.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $13-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $159-100.0% | $18,975-100.0% |