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| Provider | Service type | Compensation |
|---|---|---|
MAIRS & POWER, INC.1+ years Service code 27 · EIN 41-0844499 | Advisory (Plan) | $226,489 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $200,516 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $191,932 |
LEONARD, O'BRIEN, SPENCER, GALE1+ years Filed as: LEONARD O'BRIEN SPENCER GALE Service code 29 · EIN 41-0956652 | Legal | $143,668 |
GREAT LAKES ADVISORS, LLC1+ years Service code 28 · EIN 80-0292839 | Investment Management | $122,385 |
UNION BANK & TRUST COMPANY1+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $107,878 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $89,104 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $75,000 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $73,925 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $71,612 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.63% | 1.36%-0.7pp | -1.61%+2.2pp | 1.67%-1.0pp |
| Employer contribution / active EE | $8,827 | $10,832-18.5% | $30,840-71.4% | $10,506-16.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |