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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 10 · EIN 52-1590516 | Accounting | $983,423 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $567,611 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $498,388 |
MAIRS & POWER, INC.8+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $436,437 |
PUNCH & ASSOCIATES8+ years Service code 28 · EIN 82-0566501 | Investment Management | $404,546 |
UNION BANK & TRUST COMPANY8+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $397,333 |
SHENKMAN CAPITAL MANAGEMENT8+ years Service code 28 151 WEST 42ND STREET 29TH FLOOR · NEW YORK, NY 10036 | Investment Management | $360,468 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $350,000 |
USI CONSULTING GROUP1 year Filed as: USI INSURANCE SERVICES LLC Service code 22 · EIN 13-3771734 | Insurance Broker | $253,212 |
Service code 28 · EIN 75-2403190 | Investment Management | $252,214 |
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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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.21% | -5.36%-4.8pp | -5.85%-4.4pp | 7.68%-17.9pp |
| Employer contribution / active EE | $16,105 | $12,163+32.4% | $31,839-49.4% | $9,142+76.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |