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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $804,964 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $491,842 |
ASB CAPITAL MANAGEMENT8 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $489,752 |
SHENKMAN CAPITAL MANAGEMENT9+ years Service code 28 151 WEST 42ND STREET 29TH FLOOR · NEW YORK, NY 10036 | Investment Management | $474,239 |
UNION BANK & TRUST COMPANY9+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $417,572 |
MAIRS & POWER, INC.9+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $408,573 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $334,689 |
PUNCH & ASSOCIATES9+ years Service code 28 · EIN 82-0566501 | Investment Management | $319,343 |
USI CONSULTING GROUP2 years Filed as: USI INSURANCE SERVICES LLC Service code 22 · EIN 13-3771734 | Insurance Broker | $286,760 |
WHITESTAR ADVISORS, LLC4 years Filed as: WHITESTAR ADVISORS Service code 28 · EIN 03-0496641 | Investment Management | $285,736 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 10.66% | 7.10%+3.6pp | 20.18%-9.5pp | 13.18%-2.5pp |
| Employer contribution / active EE | $16,677 | $12,760+30.7% | $29,108-42.7% | $8,469+96.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |