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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 10 · EIN 52-1590516 | Accounting | $633,872 |
MAIRS & POWER, INC.1+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $367,516 |
UNION BANK & TRUST COMPANY1+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $332,648 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $303,277 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $298,943 |
SHENKMAN CAPITAL MANAGEMENT1+ years Service code 28 461 FIFTH AVE, 22ND FLOOR · NEW YORK, NY 10017 | Investment Management | $289,854 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $282,822 |
Service code 28 · EIN 75-2403190 | Investment Management | $231,397 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $210,198 |
Service code 29 · EIN 41-1654544 | Legal | $201,329 |
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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 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | -1.71% | 3.03%-4.7pp | -0.81%-0.9pp | -0.08%-1.6pp |
| Employer contribution / active EE | $8,571 | $7,443+15.2% | $38,425-77.7% | $7,991+7.3% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |