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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ 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 CORPORATION4+ years Service code 13 · EIN 41-0956552 3001 METRO DRIVE STE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $34,042 |
MAIRS & POWER, INC.3 years Filed as: MAIRS AND POWER, INC Service code 27 · EIN 41-0844499 332 MINNESOTA STREET · ST PAUL, MN 55101 | Advisory (Plan) | $18,680 |
STANDARD VALUATIONS4+ years Filed as: STANDARD VALUATIONS, INC. Service code 28 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH SUITE 2 · ST PAUL, MN 55116 | Investment Management | $11,500 |
BETTS & HAYES, LTD3 years Filed as: BETTS & HAYES Service code 10 · EIN 41-1619880 801 MEANDER COURT · MEDINA, MN 55340 | Accounting | $7,800 |
UNION BANK & TRUST COMPANY2 years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 55414 | Securities Custodian | $4,750 |
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.4+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $68,458-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 10.1%-10.1pp | 1.8%-1.8pp |
| Annual return | -4.06% | 0.19%-4.2pp | -0.87%-3.2pp | 0.19%-4.2pp |
| Employer contribution / active EE | $679 | $13,763-95.1% | $21,826-96.9% | $13,763-95.1% |
| Participant deferral / active EE | $0 | $804-100.0% | $656-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $165-100.0% | $426-100.0% |