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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 10 · EIN 52-1590516 | Accounting | $624,249 |
MAIRS & POWER, INC.2+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $390,045 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $378,050 |
UNION BANK & TRUST COMPANY2+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $335,177 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $332,482 |
SHENKMAN CAPITAL MANAGEMENT2+ years Service code 28 461 FIFTH AVE, 22ND FLOOR · NEW YORK, NY 10017 | Investment Management | $323,622 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0168452 | Investment Management | $305,822 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $301,249 |
Service code 28 · EIN 75-2403190 | Investment Management | $220,236 |
Service code 29 · EIN 41-1654544 | Legal | $199,421 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 8.33% | 7.64%+0.7pp | 4.74%+3.6pp | 10.64%-2.3pp |
| Employer contribution / active EE | $8,643 | $7,500+15.2% | $36,089-76.1% | $11,561-25.2% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |