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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 10 · EIN 52-1590516 | Accounting | $665,768 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $439,689 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $356,461 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Investment management; Investment man... | $340,235 |
UNION BANK & TRUST COMPANY4+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $325,687 |
MAIRS & POWER, INC.4+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $324,899 |
SHENKMAN CAPITAL MANAGEMENT4+ years Service code 28 461 FIFTH AVE, 22ND FLOOR · NEW YORK, NY 10017 | Investment Management | $321,218 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $319,081 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $305,981 |
Service code 28 · EIN 75-2403190 | Investment Management | $246,158 |
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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 | $0 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.52% | -1.92%-2.6pp | -2.18%-2.3pp | 73.13%-77.7pp |
| Employer contribution / active EE | $13,845 | $10,821+28.0% | $38,751-64.3% | $8,421+64.4% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |