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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 10 · EIN 52-1590516 | Accounting | $778,761 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $597,231 |
MAIRS & POWER, INC.7+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $495,542 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $493,374 |
UNION BANK & TRUST COMPANY7+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $400,948 |
SHENKMAN CAPITAL MANAGEMENT7+ years Service code 28 461 FIFTH AVE, 22ND FLOOR · NEW YORK, NY 10017 | Investment Management | $398,912 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST CORPORATION Service code 18 · EIN 36-2723087 | Soft dollars commissions; Custodial (... | $370,186 |
PUNCH & ASSOCIATES7+ years Service code 28 · EIN 82-0566501 | Investment Management | $331,299 |
MEKETA INVESTMENT GROUP7+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $313,286 |
Service code 28 · EIN 75-2403190 | Investment Management | $267,393 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 13.54% | 13.51%0pp | 11.08%+2.5pp | 13.51%0pp |
| Employer contribution / active EE | $15,939 | $8,170+95.1% | $28,418-43.9% | $8,170+95.1% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |