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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 3800 WEST 80TH STREET STE 870 · BLOOMINGTON, MN 55431 | Actuarial | $43,188 |
WILSON-MCSHANE CORPORATION8+ years Service code 13 · EIN 41-0956552 3001 METRO DRIVE STE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $35,400 |
MAIRS & POWER, INC.7 years Filed as: MAIRS AND POWER, INC Service code 28 · EIN 41-0844499 332 MINNESOTA STREET · ST PAUL, MN 55101 | Investment Management | $22,800 |
STANDARD VALUATIONS8+ 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 |
Filed as: MCGRANN, SHEA, CARNIVAL, STRAUGHN Service code 29 · EIN 41-1654544 800 NICOLLET MALL #2600 · MINNEAPOLIS, MN 55402 | Legal | $11,799 |
BETTS & HAYES, LTD7 years Filed as: BETTS & HAYES Service code 10 · EIN 41-1619880 801 MEANDER COURT · MEDINA, MN 55340 | Accounting | $9,205 |
UNION BANK & TRUST COMPANY6 years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 55414 | Securities Custodian | $4,054 |
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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 | $46,984-100.0% | $344,859-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 23.5%-23.5pp | 5.6%-5.6pp |
| Annual return | -16.02% | 39.77%-55.8pp | -8.04%-8.0pp | 39.77%-55.8pp |
| Employer contribution / active EE | $629 | $19,959-96.8% | $29,691-97.9% | $19,959-96.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $13-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $388-100.0% | $62-100.0% |