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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 10 · EIN 52-1590516 | Accounting | $678,631 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $463,439 |
MAIRS & POWER, INC.5+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $410,948 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $408,009 |
SHENKMAN CAPITAL MANAGEMENT5+ years Service code 28 461 FIFTH AVE, 22ND FLOOR · NEW YORK, NY 10017 | Investment Management | $346,220 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $344,395 |
UNION BANK & TRUST COMPANY5+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $343,268 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $319,679 |
Service code 29 · EIN 41-1654544 | Legal | $289,651 |
WHITESTAR ADVISORS, LLC3 years Filed as: WHITE STAR ADVISORS Service code 28 · EIN 03-0496641 | Investment Management | $278,552 |
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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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.34% | 10.84%+5.5pp | 10.56%+5.8pp | 1023.85%-1007.5pp |
| Employer contribution / active EE | $14,582 | $14,186+2.8% | $30,199-51.7% | $11,605+25.6% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |