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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 3800 AMERICAN BLVD WEST · MINNEAPOLIS, MN 55431 | Actuarial | $78,024 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ 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 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 42-6242674 100 HERITAGE RESERVE · MENOMONEE FALLS, WI 53051 | Investment Management | $32,895 |
DEBOER & ASSOCIATES, PC2+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST,STE 100 · OMAHA, NE 68130 | Accounting | $24,765 |
WHITE PINE CAPITAL2+ years Service code 28 60 S. 6TH ST., SUITE 2530 · MINNEAPOLIS, MN 55402 | Investment Management | $16,013 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 94-1347393 666 WALNUT STREET · DES MOINES, IA 50309 | Investment Management | $12,717 |
CHICAGO EQUITY PARTNERS2+ years Service code 28 · EIN 36-4338679 180 N LASALLE ST STE 3800 · CHICAGO, IL 60601 | Investment Management | $7,714 |
BLAKE & UHLIG, P.A.2+ years Service code 29 · EIN 48-0918231 753 STATE AVENUE · KANSAS CITY, KS 66101 | Legal | $6,583 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,789 |
THE SEGAL COMPANY2+ 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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.58% | 13.03%-1.5pp | 10.36%+1.2pp | 23.90%-12.3pp |
| Employer contribution / active EE | $12,999 | $15,779-17.6% | $37,738-65.6% | $16,539-21.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |