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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 3800 AMERICAN BLVD WEST · MINNEAPOLIS, MN 55431 | Actuarial | $81,509 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ 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.2 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 42-6242674 | Investment Management | $39,935 |
DEBOER & ASSOCIATES, PC3+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST,STE 100 · OMAHA, NE 68130 | Accounting | $25,104 |
WHITE PINE CAPITAL3+ years Service code 28 60 S. 6TH ST., SUITE 2530 · MINNEAPOLIS, MN 55402 | Investment Management | $19,643 |
Service code 19 · EIN 42-1524302 | Securities Custodian | $14,055 |
BLAKE & UHLIG, P.A.3+ years Service code 29 · EIN 48-0918231 753 STATE AVENUE · KANSAS CITY, KS 66101 | Legal | $11,191 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -2.10% | -1.12%-1.0pp | -2.18%+0.1pp | 0.19%-2.3pp |
| Employer contribution / active EE | $13,242 | $12,052+9.9% | $38,751-65.8% | $13,763-3.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |