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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 3800 WEST 80TH STREET STE 870 · BLOOMINGTON, MN 55431 | Actuarial | $39,000 |
WILSON-MCSHANE CORPORATION6+ years Service code 13 · EIN 41-0956552 3001 METRO DRIVE STE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $33,600 |
MAIRS & POWER, INC.5 years Filed as: MAIRS AND POWER, INC Service code 27 · EIN 41-0844499 332 MINNESOTA STREET · ST PAUL, MN 55101 | Advisory (Plan) | $20,878 |
STANDARD VALUATIONS6+ 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, LTD5 years Filed as: BETTS & HAYES Service code 10 · EIN 41-1619880 801 MEANDER COURT · MEDINA, MN 55340 | Accounting | $8,400 |
Filed as: MCGRANN, SHEA, CARNIVAL, STRAUGHN Service code 29 800 NICOLLET MALL #2600 · MINNEAPOLIS, MN 55402 | Legal | $6,253 |
UNION BANK & TRUST COMPANY4 years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 55414 | Securities Custodian | $4,678 |
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.6+ 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.
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 | $198,586-100.0% | $78,313-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | 13.5%-13.5pp |
| Annual return | 9.05% | 10.60%-1.5pp | 6.61%+2.4pp | 9.29%-0.2pp |
| Employer contribution / active EE | $698 | $14,953-95.3% | $24,284-97.1% | $15,168-95.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $408-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,478-100.0% | $2,037-100.0% |