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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 3800 AMERICAN BLVD WEST · MINNEAPOLIS, MN 55431 | Actuarial | $80,231 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 500 W MADISON ST STE 3855 · CHICAGO, IL 606614593 | Advisory (Plan) | $53,970 |
MET WEST FUNDS1+ years Filed as: MET WEST CAPITAL MANAGEMENT Service code 28 · EIN 95-4766779 610 NEWPORT CENTER DR. · NEWPORT BEACH, CA 92660 | Investment Management | $27,042 |
DEBOER & ASSOCIATES, PC1+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST,STE 100 · OMAHA, NE 68130 | Accounting | $24,010 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 94-1347393 666 WALNUT STREET · DES MOINES, IA 50309 | Investment Management | $19,712 |
CHICAGO EQUITY PARTNERS1+ years Service code 28 · EIN 36-4338679 180 N LASALLE ST STE 3800 · CHICAGO, IL 60601 | Investment Management | $18,998 |
BLAKE & UHLIG, P.A.1+ years Service code 29 · EIN 48-0918231 753 STATE AVENUE · KANSAS CITY, KS 66101 | Legal | $16,591 |
WHITE PINE CAPITAL1+ years Service code 28 60 S. 6TH ST., SUITE 2530 · MINNEAPOLIS, MN 55402 | Investment Management | $12,221 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,240 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 2.99% | 5.13%-2.1pp | 4.74%-1.7pp | 7.18%-4.2pp |
| Employer contribution / active EE | $14,885 | $14,689+1.3% | $36,089-58.8% | $13,095+13.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |