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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3 years Filed as: WILSON-MCSHANE Service code 10 · EIN 41-0956552 | Accounting | $295,221 |
Service code 29 · EIN 43-1174269 | Legal | $134,666 |
Service code 10 · EIN 43-1244218 | Accounting | $112,118 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $78,750 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF LABOR Service code 19 · EIN 39-6037917 | Securities Custodian | $61,529 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $57,755 |
RUBINBROWN LLP3 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $54,740 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $29,950 |
IFEBP1 year Service code 49 · EIN 39-1034021 | Other Services | $12,275 |
PBI1 year Filed as: PBI RESEARCH SERVICES Service code 49 · EIN 82-4722389 333 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Other Services | $5,077 |
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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 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 11.23% | 8.83%+2.4pp | 9.15%+2.1pp | 10.61%+0.6pp |
| Employer contribution / active EE | $16,090 | $14,473+11.2% | $26,409-39.1% | $15,605+3.1% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $266-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |