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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC4+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $378,916 |
WESTBERG EISCHENS, PLLP4+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DR SW · WILLMAR, MN 56201 | Accounting | $29,700 |
HG SATURN2 years Filed as: SATURN SYSTEMS INC. Service code 49 · EIN 41-1754350 314 W. SUPERIOR STREET · DULUTH, MN 55802 | Other Services | $14,696 |
VAN IWAARDEN ASSOCIATES4+ years Filed as: VAN IWAARDEN Service code 11 · EIN 41-1895548 840 LUMBER EXCHANGE BUILD · MINNEAPOLIS, MN 554021010 | Actuarial | $12,516 |
STINSON LEONARD STREET4+ years Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $12,061 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -6.50% | 1.05%-7.5pp | -752.26%+745.8pp | -0.69%-5.8pp |
| Employer contribution / active EE | $8,758 | $11,363-22.9% | $31,802-72.5% | $16,786-47.8% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |