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| Provider | Service type | Compensation |
|---|---|---|
MAIRS & POWER, INC.2+ years Service code 27 · EIN 41-0844499 | Advisory (Plan) | $217,542 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $207,208 |
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $168,020 |
GREAT LAKES ADVISORS, LLC2+ years Service code 28 · EIN 80-0292839 | Investment Management | $131,715 |
Filed as: BAC SERVICE CORP Service code 13 · EIN 81-1520819 | Contract Administrator | $95,815 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $87,106 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $84,173 |
LEONARD, O'BRIEN, SPENCER, GALE2+ years Filed as: LEONARD O'BRIEN SPENCER GALE Service code 29 · EIN 41-0956652 | Legal | $83,368 |
UNION BANK & TRUST COMPANY2+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $75,903 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $74,395 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.50% | 3.63%+4.9pp | 4.16%+4.3pp | 9.19%-0.7pp |
| Employer contribution / active EE | $9,054 | $11,363-20.3% | $29,966-69.8% | $12,608-28.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |