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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 3800 WEST 80TH STREET STE 870 · BLOOMINGTON, MN 55431 | Actuarial | $37,500 |
WILSON-MCSHANE CORPORATION5+ years Service code 13 · EIN 41-0956552 3001 METRO DRIVE STE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $34,772 |
MAIRS & POWER, INC.4 years Filed as: MAIRS AND POWER, INC Service code 27 · EIN 41-0844499 332 MINNESOTA STREET · ST PAUL, MN 55101 | Advisory (Plan) | $19,821 |
STANDARD VALUATIONS5+ years Filed as: STANDARD VALUATIONS, INC. Service code 28 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH SUITE 2 · ST PAUL, MN 55116 | Investment Management | $12,000 |
BETTS & HAYES, LTD4 years Filed as: BETTS & HAYES Service code 10 · EIN 41-1619880 801 MEANDER COURT · MEDINA, MN 55340 | Accounting | $8,155 |
UNION BANK & TRUST COMPANY3 years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 55414 | Securities Custodian | $3,910 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 27 · EIN 95-3703295 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.5+ 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 | $3,370,408-100.0% | $157,433-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 16.7%-16.7pp | 1.2%-1.2pp |
| Annual return | 15.11% | 53.27%-38.2pp | 10.27%+4.8pp | 53.27%-38.2pp |
| Employer contribution / active EE | $707 | $14,774-95.2% | $19,104-96.3% | $14,774-95.2% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $15-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $12,160-100.0% | $13,289-100.0% |