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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 10 · EIN 52-1590516 | Accounting | $698,079 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $469,540 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $460,660 |
SHENKMAN CAPITAL MANAGEMENT6+ years Service code 28 461 FIFTH AVE, 22ND FLOOR · NEW YORK, NY 10017 | Investment Management | $379,711 |
MAIRS & POWER, INC.6+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $367,612 |
UNION BANK & TRUST COMPANY6+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $367,143 |
MEKETA INVESTMENT GROUP6+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $313,172 |
Service code 29 · EIN 41-1654544 | Legal | $297,426 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $286,979 |
WHITESTAR ADVISORS, LLC1 year Filed as: WHITESTAR ADVISORS Service code 28 · EIN 03-0496641 | Investment Management | $281,068 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.00% | 6.00%+6.0pp | 8.01%+4.0pp | 5230.06%-5218.1pp |
| Employer contribution / active EE | $14,409 | $14,010+2.9% | $29,476-51.1% | $10,491+37.3% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |