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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $271,567 |
MAIRS & POWER, INC.3+ years Service code 27 · EIN 41-0844499 | Advisory (Plan) | $260,806 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $191,400 |
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $162,064 |
GREAT LAKES ADVISORS, LLC3+ years Service code 28 · EIN 80-0292839 | Investment Management | $158,026 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $100,119 |
LEONARD, O'BRIEN, SPENCER, GALE3+ years Filed as: LEONARD O'BRIEN SPENCER GALE Service code 29 · EIN 41-0956652 | Legal | $92,228 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $80,000 |
Filed as: TS&W INVESTMENT MANAGEMENT Service code 28 · EIN 54-0854396 | Investment Management | $75,672 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $73,881 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.93% | 12.33%-0.4pp | 8.32%+3.6pp | 17.84%-5.9pp |
| Employer contribution / active EE | $11,366 | $11,641-2.4% | $30,793-63.1% | $14,688-22.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |